Myles, Carson, and Jeri Anne discuss recent changes that have come about to retirement accounts due to legislation from the Secure Act 2.0. They provide some thoughtful discussion around new planning ideas and opportunities that have become available through these changes.

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Myles, Carson, and Jeri Anne discuss recent changes that have come about to retirement accounts due to legislation from the Secure Act 2.0. They provide some thoughtful discussion around new planning ideas and opportunities that have become available through these changes.

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As the holiday season fades into the rearview mirror, the spirit of generosity often takes a backseat in people’s minds. The festive season, characterized by gift-giving and acts of kindness, tends to bring charitable activities to the forefront of our consciousness. However, the truth is that charitable giving doesn’t have to stop once the holiday…

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In the dynamic landscape of today’s professional world, job changes have become more common than ever. Whether you’re pursuing new opportunities, seeking better work-life balance, or responding to unforeseen circumstances, making a job change is a significant life transition. One aspect that requires careful consideration is your financial preparedness. Here’s a comprehensive guide to help…

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Join all of us at Adams Wealth Partners in congratulating David for once again being named to the 2024 Raymond James Chairman’s Council. The Chairman’s Council represents the top 100 Financial Advisors within Raymond James Financial Services! This is David’s 12th consecutive year being named to the prestigious Chairman’s Council. This achievement would not have…

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What does it look like when you begin to take distributions from your investment accounts in retirement? Carson and Myles discuss the logistics and also where it makes the most sense to take these distributions from to help keep the most money in your pocket.

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