SML Planning Minute

SML Planning Minute shares concise and entertaining financial ideas, for individuals, families, and business owners.

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Recent Episodes

SECURE 2.0 is Now Law. How Does That Impact Retirement Planning? Part One

Posted January 10, 202300:09:53

SECURE 2.0 is Now Law. How Does That Impact Retirement Planning? Part One

Episode...

Don’t Forget Facebook, iCloud, Gmail, LinkedIn and Your Other Digital Assets in Your Planning Revisited

Posted January 3, 202300:09:13

Don’t Forget Facebook, iCloud, Gmail, LinkedIn and Your Other Digital Assets...

Stretch IRA Substitute Revisited

Posted December 27, 202200:08:50

Stretch IRA Substitute Revisited

Episode...

Retirement is Better with a Plan with Lucas Benson

Posted December 20, 202200:17:52

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IRS Provides Relief for Missed RMDs in 2021 or 2022

Posted December 13, 202200:07:49

IRS Provides Relief for Missed RMDs in 2021 or 2022

Episode...