OakCrest Insight

Monthly videos to keep clients up to date on the markets, economy and timely financial events

SECURE ACT 2.0: AN OVERVIEW

SECURE ACT 2.0: AN OVERVIEW

January 2023 – Newsletter – In this issue: SECURE Act 2.0: An Overview, Eight Mistakes That Can Upend Your Retirement, Estimating the Cost of College and Important Birthdays Over 50.

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SECURE ACT 2.0: AN OVERVIEW

The Focus of The Markets Currently

September Video – In this months video, Ryan talks about how markets react when Recessions occur as well as an overview of why we’re starting our Quarterly Insight Webinars in addition to the monthly Insight video and newsletters.

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SECURE ACT 2.0: AN OVERVIEW

Traditional VS. Roth IRA

September 2022 – Newsletter – In this issue: Traditional vs. Roth IRA, Five most overlooked tax deductions and 9 facts about social security.

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SECURE ACT 2.0: AN OVERVIEW

Inflation & Your Money

July 2022 – Newsletter – In this issue: Inflation & your money, A living trust primer, Getting a head start on college savings, How will working affect social security benefits?

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SECURE ACT 2.0: AN OVERVIEW

Recession and Overview of Quarterly Webinars

July Video – In this months video, Ryan talks about how markets react when Recessions occur as well as an overview of why we’re starting our Quarterly Insight Webinars in addition to the monthly Insight video and newsletters.

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