Webinars

This new legislation aims to strengthen the retirement system and improve Americans' financial readiness for retirement. Please view our webinar replay where we discussed: - The age to start taking required minimum distributions (RMDs) will increase to 73 in 2023 and to 75 in 2033. - The penalty for failing to take an RMD will decrease to 25% of the RMD amount for IRAs, and to 10% if corrected in a timely manner. - RMDs will no longer be required from Roth accounts in employer retirement plans starting in 2024.

This webinar provides a 2022 Market Recap and a 2023 Market Outlook with a Special Holiday message from our Keen Wealth Team and Families.

In this webinar we covered a macroeconomic update of the markets, the key things we are watching right now, and our outlook for the remainder of 2022 and into 2023. During this webinar we discussed: Status of the bond market Economic growth Corporate earnings Financial conditions When inflation will decline

Financial planning is about more than assets, investments, and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations, and goals – how you feel and what you want.

We discussed the critical things to think about when incorporating Social Security into your retirement planning.

In this webinar we covered a macroeconomic update of the markets, plus the key things we are watching right now and our outlook for the remainder of 2022.