B.A. Schrock Financial Group

Roth IRAs and Conversions Explained (Part 2)

B.A. Schrock Financial Group | Roth IRAs and Conversions Explained (Part 2)

We’re back with Dan Oaklief, RICP®, CPFA® to continue our conversation about Roth IRAs. If you missed part one, be sure to check that out here. In it, we break down the fundamentals of Roth IRAs and discuss the contribution rules for 2023, contribution limits, and much more. For part two of this series, we’re […]

Ep 100: End of the Year Planning Pt. 1

B.A. Schrock Financial Group | Ep 100: End of the Year Planning Pt. 1

On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.

What to Consider in Your Charitable Giving Plan

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

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