Money Concepts Radio

SECURE Act #7: Proactive strategies to mitigate new inherited IRA rules

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr

Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

SECURE Act #6: New inherited IRA planning opportunities

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr

Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

SECURE Act #5: Drastic changes to inherited retirement accounts

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr

Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

SECURE Act #4: Changes to employer retirement plans

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr

Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

SECURE Act #3: Removal of age restriction for Traditional IRA contributions

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr

Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

SECURE Act #2: Required Minimum Distribution (RMD) age moved to 72

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr

Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

SECURE Act #1: Introduction

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr

Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

Purpose-driven Finances: Summary and perspective

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/wHoNTvu1Az

Download the series transcript: https://theplanningfirm.egnyte.com/dl/IovzarBwSi

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

www.ThePlanningFirm.com  |  www.linkedin.com/in/ThePlanningFirm  |  www.facebook.com/ThePlanningFirm  

Purpose-driven Finances Priority #10: Live on the rest

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/wHoNTvu1Az

Download the series transcript: https://theplanningfirm.egnyte.com/dl/IovzarBwSi

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

www.ThePlanningFirm.com  |  www.linkedin.com/in/ThePlanningFirm  |  www.facebook.com/ThePlanningFirm  

Purpose-driven Finances Priority #9: Pay down the mortgage

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/wHoNTvu1Az

Download the series transcript: https://theplanningfirm.egnyte.com/dl/IovzarBwSi

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

www.ThePlanningFirm.com  |  www.linkedin.com/in/ThePlanningFirm  |  www.facebook.com/ThePlanningFirm