Quantcast
   
Thursday - May 26, 2022
 

Join Us for NABBW’s November 2021 Financial Podcast Featuring Pamela J. Sams, CRPC: Year-End Financial Checklist: Thursday November 18th

November 14th, 2021

I am happy to announce our November 2021 NABBW Financial Podcast featuring Pamela J. Sams, CRPC, MBA, BFA and Trusted Advisor to Professional Women, which takes place this coming Thursday, and YOU are invited.   November’s topic: Year-End Financial Checklist   You will access the presentation  via a Zoom meeting. Nov 18, 2021 07:00 PM Central Time (US and Canada)   You will need to register in advance for this one-hour meeting:  https://us02web.zoom.us/meeting/register/tZArdu2pqjovHtZBOf0NhnVv2RTGKwda99l9   After registering, you will receive a confirmation email... Read More

The SECURE Act and Traditional IRA Changes: What is it? How might it affect retirement strategy?

June 26th, 2019

Provided by Pamela J. Sams, CRPC, NABBW’s Retirement Planning Associate  If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives and could make IRAs a more attractive component of your retirement strategy. However, it also changes the withdrawal rules on inherited “stretch IRAs,” which may impact retirement and estate strategies, nationwide. Let’s dive in and take a closer look.1 Secure Act Consequences.... Read More