Videos Archive | SRQ Wealth

Videos

Q3 Market Outlook Webinar

Scott Kubie, Senior Investment Strategist at Carson Group, put together our Quarterly Market Outlook for the third quarter with multiple factors in mind. Click Here to Watch the Webinar

Videos

Quarterly Market Outlook: Q3 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Videos

Planning for Retirement: Medicare, Medicaid and Long-Term Care

Jamie Hopkins, Director of Retirement Research with our partners at Carson Group, put together an on-demand webinar to help you start thinking about these foundational pieces of retirement. Click Here to Watch the Webinar

Videos

Tax Planning in 2020: What to Expect This Year and Beyond

With all the questions surrounding tax filing for 2020 and beyond, learn what you need to know about funding retirement accounts before July 15 and how retirees should handle the changes from new legislation. Click Here to Watch the Webinar

Videos

How Social Security Fits into Your Retirement Plan

There are a lot of factors that play into when to claim Social Security benefits. How long should you wait? How is your health? What other retirement income do you have? What are the tax consequences? Click Here to Watch the Webinar

Videos

Roth Planning Opportunities in 2020

Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the...read the full article

Videos

RMD Planning in 2020 After the CARES and SECURE Acts

Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. Click Here to Watch the Webinar

Videos

Quarterly Market Outlook: Q2 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Videos

Retirement Planning in 2020: Making the CARES Act Work for You

When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. Click Here to Watch the Webinar

Videos

How much money will I receive from the CARES Act?

Wondering how much money you will receive from the CARES Act? Watch this video to learn more about how relief payments are calculated.