The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jacob LaRue for Episode 11: Important Tax Planning Numbers for 2024

    Important Tax Planning Numbers for 2024

    Limits, Contributions, Deductions – Do you know the critical updates for each for tax planning in 2024? Join Matt Nelson, CFP® & Jacob LaRue, CFP® in the latest episode of the MedTech Wealth Advisor Podcast. Together…

    matt nelson, managing partner and sr. financial advisor

    By Matthew Nelson
    March 14, 2024

    2 Min Read
    Photograph of a man and woman looking at documents with a gavel to illustrate the passing of the Secure Act 2.0.

    SECURE Act 2.0: Catch-up Contribution Rules

    What is the SECURE Act 2.0? The SECURE Act 2.0, originally introduced in December of 2022, brings about some potential changes to your retirement plan. Within SECURE Act 2.0 there are a variety of changes coming…

    By Jacob LaRue
    January 18, 2024

    2 Min Read
    Photograph of three stacks of coins next to a piggy bank to illustrate the ways to save money by utilizing a Roth conversion.

    Why Should I Consider a Roth Conversion?

    A Roth conversion is a financial strategy that involves moving funds from a Traditional IRA or a qualified retirement plan, such as a 401(k), to a Roth IRA. This conversion has several potential benefits, making it…

    By Jacob LaRue
    September 14, 2023

    2 Min Read
    Black and white photo of five peoples forearms all fist bumping to illustrate the effect Qualified Charitable Distributions (QCDs) has on a community.

    Qualified Charitable Distributions (QCDs): The Basics

    Let’s talk about Qualified Charitable Distributions, more commonly known as QCDs. Picture this: you’re enjoying your well-deserved retirement, you’ve done well saving, and you realize that you’ve got a nest egg tucked away in your Individual…

    By Jacob LaRue
    August 31, 2023

    2 Min Read