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Educational Videos


Joelle Spear discusses the new SECURE Act 2.0 provision that may allow college graduates  to roll over leftover 529 College Savings Plan assets into to a Roth IRA. 


David Jaeger discusses SECURE Act 2.0's changes to Required Minimum Distributions.  


Joelle Spear discusses how the SECURE Act 2.0 will allow employers to make contributions to match employees' student loan payments. 

Chris Gullotti discusses two tax-advantaged charitable giving strategies. 


David Jaeger explains how credit scores work. 


Joelle Spear provides an overview of Health Savings Accounts. 


David Jaeger discusses ways employees can take advantage of tax breaks at work. 


Joelle Spear provides an overview of gift taxes.