Wisdom and Wealth Educational Series | From Catch-Ups to QCDs and Roth IRAs

• By Alan Hensley
• on March 6, 2025
• in Financial Planning, Retirement, Wisdom and Wealth

Financial Insights Wealth Management’s latest Wisdom & Wealth webinar discussed the latest retirement account planning strategies. We covered essential topics like the new 401(k) contribution limits, catch-up and super catch-up options, Roth conversions, and key IRA charitable giving strategies, including Qualified Charitable Distributions (QCDs) and beneficiary planning. Don’t miss out on expert guidance to help you navigate and optimize your financial future!