Jan 5 Secure Act 2.0 -- Updates You Can Use

Eric Maldonado, CFP®, MBA

Financial Planning, Retirement Planning

Happy New Year!

After months of debate, Congress finally passed some significant changes to retirement laws at the end of 2022. (1)

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 changes are numerous, complex, and will roll out over several years.

So let's focus for now on some changes for 2023: (2)

1. The age at which required minimum distributions (RMDs) begin increased to 73 in 2023.

Nov 10

Nov 10 Two Mistakes To Avoid During A Bear Market

Eric Maldonado, CFP®, MBA

Investing

As more and more headlines project economic downturns and stir up fear over a looming recession, it can be easy to worry and make rash decisions regarding your investment portfolio. That’s why in this episode of Aquila Wealth Podcast, Eric Maldonado (CFP®, MBA) shares two mistakes you can and should avoid during bear markets. Let’s dive in!