In this video, managing partner Sherwood Greer, CFP®, RICP® explains some of the changes to 401k plans that came with SECURE Act 2.0. Click below to watch this short video. Then let us know if you have any questions. We're here to help you reach your financial goals both individually...
What's a QLAC? It's a Qualifying Longevity Annuity Contract (QLAC). With the passing of SECURE Act 2.0, there were some changes to QLACs that may benefit you. Listen to managing partner, Sherwood Greer, explain what a QLAC is and the changes that came as a result of SECURE Act 2.0. ...
Many changes came with SECURE Act 2.0. In this short video, Sherwood Greer, Principal Partner at Gate City Advisors, shares the changes to 529 plans. Click below to watch the short video and find out how these changes might benefit you and your financial plan. (Disclaimer: this video may...
Congress passed SECURE Act 2.0 this year which brought with it many changes, including changes to Roth contribution rules. In this short video, Senior Financial Advisor Sherwood Greer explains the expanded Roth rules including:
- Small business owners can now open and contribute to Roth...
The SECURE Act 2.0, also known as the Securing a Strong Retirement Act of 2022, was recently passed by Congress as part of the Consolidated Appropriates Act of 2023. Sherwood Greer, Managing Partner of Gate City Advisors, explains the RMD changes that came with the passing of the...
Check the background of your financial professional on FINRA's BrokerCheck.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures