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Hello,

This month, our newsletter explores the following topics:

• Rolling over 529 plans to a Roth IRA
• Who should consider setting up a trust?
• Important Medicare things to know to avoid overpaying
• New RMD rules for 2023
• The ins and outs of FDIC insurance
• About home prices as mortgage rates fall

Every day brings new events that affect our financial and personal planning. Please contact us if you would like to discuss your finances.

Sincerely,

David and Jonathan Mosenson
President and Vice President

How To Roll Over Funds From A 529 College Savings Plan To A Roth IRA

Learn how the SECURE 2.0 Act brings changes to educational savings plans, especially if you’ve saved more than you need for education. Read More >

Who Should Consider Setting Up A Trust?

When you prepare your estate for the end of life, you’ll probably create a will. But what about a trust? Do you need one? And how exactly do they work? Read More >

The 5 Most Important Things To Know About Medicare So You Don’t Overpay, According To An Expert

Diane Omdahl, author of Medicare for You: A Smart Person’s Guide, teaches how to enroll in the program, find the right plans, avoid common mistakes, and get the best health care without overpaying. Here’s her advice on navigating the Medicare maze. Read More >

New RMD Rules For 2023

Learn how the SECURE 2.0 Act impacts withdrawals from qualified retirement accounts beginning in 2023. Read More >

Yellen Says Uninsured Deposits May Be At Risk In Future Bank Failures. Here’s How FDIC Coverage Works

Here’s an overview of the Federal Deposit Insurance Corporation (FDIC) and its role in insuring bank deposits in the United States. Read on to learn everything about the FDIC – and how to check if your funds are safe. Read More >

Here’s What’s Happening With Home Prices As Mortgage Rates Fall

The rise and fall of housing prices and mortgage rates have created opportunities and obstacles. Here’s why. Read More >