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Browse our blog posts to catch up on the latest financial news and industry insights.

Elevated Wealth Blog

At Elevated Wealth Management, we want our clients to feel comfortable and confident throughout the decision-making process. However, we understand financial jargon often gets in the way of understanding. That’s why we created this blog: to break that barrier.

Read and watch our latest posts below. Then, check back weekly for more news you need to know.


Our Blog

“He said, she said”

Jun 29, 2020

There are many types of annuities but let’s talk about multi-year guarantee annuities and what benefits they have.

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“He Said, she said” -Annuities

Jun 12, 2020

Let’s talk annuities!

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“He said, she said” Roth IRAs

May 12, 2020

On this episode we discuss Roth IRAs and Roth Conversions.

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Benefits of Roth Conversion PDF

May 8, 2020
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“He said, she said”

May 4, 2020

On this episode we talk about bonds and what you need to know about them.

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A Hidden Benefit of the Coronavirus Stimulus Bill: You Can Wait to Take Your RMD

Apr 7, 2020

The coronavirus stimulus package, known as the CARES Act, working its way through Congress is expected to waive required minimum distributions (RMDs) from retirement savings accounts for 2020, granting a reprieve for retirees age 70½ and older who might otherwise be required to sell low and take distributions just when the stock market has nosedived in recent…

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A different perspective on the coronavirus

Mar 6, 2020
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This Valentine’s Day: Retirement Planning for Couples at Every Stage of Their Financial Life 

Feb 14, 2020

Americans are living longer. There’s a 1 in 3 chance that one member of a couple will live to at least age 95, according to the EBRI. That means they need to plan for a retirement that could last 30 years or more. But nearly half of pre-retirees (48%) say their only source of retirement…

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RMDs: When Do I Have to Take One and How Do I Calculate It?

Jan 10, 2020

The rules on when retirees must take required minimum distributions (RMDs) changed as of Jan. 1, 2020, thanks to the SECURE Act, which was signed into law on Dec. 20, 2019.  Under the old rules, anyone with money in an IRA was forced to take an RMD every year starting at age 70½. The SECURE Act now delays…

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