by Searcy Financial | Dec 20, 2023 | Parenting & Education
You might have heard some buzz about the SECURE Act 2.0 and the ability to transfer 529 funds to a Roth IRA. You may also be wondering if you can take advantage of this new rule. To help clear up some of the questions you may have, we’re offering this flowchart for...
by Searcy Financial | Dec 5, 2023 | Planning for the Family
By Marc C. Shaffer The idea of a “boomerang” generation has been around for a long time, but a new economic situation could be fueling another wave of boomerangers. Sure, there are still children who graduate and move back in with their parents right away. But while...
by Searcy Financial | Nov 20, 2023 | Financial Planning
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start thinking ahead. Overall, more than 60...
by Searcy Financial | Oct 5, 2023 | Financial Planning
A meaningful part of your financial plan is your charitable giving. Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Consider strategic giving when you: Want to make a large charitable gift to offset...
by Searcy Financial | Oct 5, 2023 | Retirement Planning
Am I spending the right amount in retirement? New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households “live it up” and spend...
