Listen "Well, That Was a BumpyRide!"
Episode Synopsis
On today’s show Andrew and Mo discuss:
The year saw record breaking inflation combined with volatile markets has many of us looking at our 401(k) and wondering what can I do? Turns out the IRS and the passing of SECURE Act 2.0 has opened at least five ways for us to perhaps recover some losses and may give you a chance to capitalize on the upswing of the market. Also, Annuities can be a smart investment – for the right person under the right circumstances. They are neither a financial cure-all nor an investment that should be viewed as taboo.
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