Latest / Mind Your Money with Bradshaw Rogers Financial Partners
Back To School Retirement Planning Quiz
Back-to-school season isn't just for kids; it's a good reminder for pre-retirees and retirees to sharpen their financial knowledge, too. In this episode, Trent and Brandon put listeners through a "retirement planning pop quiz" covering Social Security, IRA contributions, RMDs, and more. Think of it as a back-to-school refresher course designed to test what you know and teach you what you don't.
They break down how Social Security rules have shifted over the years, why Roth accounts can be such a powerful tool, and how changes to contribution limits could impact your retirement savings…
The skinny
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