Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery The tax and retirement plan contribution updates are now available. I’ll discuss how these updates (and other changes) might affect your tax planning for 2026 in this video. Videos mentioned Backdoor Roth Contributions: https://youtu.be/fXDIuwByg8M Qualified Charitable Distributions: https://youtu.be/Qq3bmd2L_aI Investment Management: https://youtu.be/mgSBeGzVqgg Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com

There are ways to transfer your funds from IRAs and Retirement Plans that do not create taxable events. There are also ways to transfer life insurance, annuities, and real estate that are tax-free. The rules can be complex and a mistake can be irreparable. Learn how to take advantage of these strategies and avoid potential mistakes in this episode. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Pre-tax retirement plan contributions will be limited for many workers beginning in January 2026. New regulations will limit catch-up contributions into pre-tax retirement plans for high income earners. I’ll explore who this will affect and what you can do in this video. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery It's time to start planning for Year-End 2025! Join me as I discuss important dates and deadlines for your financial planning and tax-efficient strategies. Tune in to hear the details.

New considerations have been added to the discussion around Roth conversions. The question of whether to convert, and how much, has never been more complicated than it is today. I’ll talk about some of the issues to consider in this episode. Visit our website: https://www.attleborowealth.com

In this special guest webinar, Mark and David McKnight discuss some of the important issues facing those planning for retirement or in retirement today. Issues such as: New 401k changes The biggest retirement mistakes we see How to use cash value life insurance in retirement planning The effects of tariffs on our country's finances Fiscal trajectory of the country Be sure to tune in for this important discussion. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Visit our website: https://www.attleborowealth.com

It’s been nearly two months since the One Big Beautiful Bill Act was passed on July 4th. In this video I’ll review some of the changes you should be aware of and offer some great reference material for you to use as you begin your year-end planning. Tune in to learn the details. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com

There can be many benefits in having a financial advisor as part of your retirement team. However, how can you tell if your advisor is the right one for you? What are some of the things you should pay attention to and questions to ask? I’ll show you how to make the decision that’s best for you in this video. Visit our website: https://www.attleborowealth.com

Is there a question that brings more differing opinions than this one? There are many variables and things to consider, but one thing is certain—this is one of the most important decisions you’ll make in your retirement planning. You should not base this decision on what your uncle, brother, sister, friend, or others think. You should make this decision based on facts and projections for you, specifically for you. I’ll show you how to make the decision that’s best for you in this episode. Visit our website: https://www.attleborowealth.com Chapters 0:00 Introduction & Upcoming 04:38 Slott Report 15:34 Market Update 25:48 When Should You Begin to Collect Your Social Security?

Learn how a yearly review and update of your financial plan can help you adjust for life events, tax law changes, market shifts, evolving needs, goals, and issues and to help make sure you have the most up-to-date investment and planning strategies. Tune in to learn the important details. Visit our website: https://www.attleborowealth.com

The One Big Beautiful Bill Act is 940 pages of changes to our tax code and to retirement planning as a whole. What do these changes mean for your retirement plan and your Roth conversion strategy? Join me to learn more in this week's episode. Visit our website: https://www.attleborowealth.com

The One Big Beautiful Bill was recently passed and signed into law. Does this new law change how Social Security is taxed? Will the new law potentially reduce or eliminate the tax on your Social Security benefits? I’ll discuss the details and share some expert opinion in this episode. Visit our website: https://www.attleborowealth.com

The Social Security and Medicare Trustees released their annual reports on the programs’ financing, showing that the future of these vital programs remains at risk. What does this mean for your Social Security and Medicare benefits, and what can you do to help protect yourself? I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ Or Email: questions@attleborowealth.com

A common approach to retirement income planning by some people is the idea that you can just live off your dividends and income, keeping your “principal” intact. I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Join me to learn more in this week's episode.

Air date: 6/11/2025 Continuing on the Dangerous Retirement Myths to Watch Out For topic, this week I discuss another popular concept for retirement spending, the Go-Go, Slow-Go, No-Go approach. I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Join me to learn more in this week's episode. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com. Three Pillars of Investment Management: https://youtu.be/qzOhCLWCfDg Assembling Your Retirement Team: https://youtu.be/TTQ8TWrbf4Y Creditor Protection: https://youtu.be/1fI_MX3i0cE

Air date: 05/21/25 How much money do you need to have saved to retire in comfort and with confidence? This is a top 3 question. The answer, of course, is that it's different for everyone. In this episode I’ll give you some tips on how to find your true number, what you should focus on, and what truly matters. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg?si=wdkqEJajMJUeu7i1 Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.Visit our website: https://www.attleborowealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti...

Air date: 05/14/25 Beneficiary designations are one of the most important parts of your estate plan.  I’ll share a Federal Court decision that highlights the importance of beneficiary designations and updating your plan and your beneficiary designations. Video version: https://www.youtube.com/watch?v=ROFGJRLGOEA 05:24 - Headlines11:00 - Slott Report17:01 - Market Update26:47 - Financial Focus: Ex-Girlfriend gets $1.15 million from 401(k) Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.Visit our website: https://www.attleborowealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti...

Air date: 4/30/25 Investment markets can be very volatile. You’ve probably heard that a significant market drop can have long-lasting, or even permanent negative effects on your retirement savings and therefore the quality of your retirement. I’ll discuss why this is and how to potentially protect yourself in this week’s episode.Video version: https://www.youtube.com/watch?v=B8AN2L7zDxk 0:00 - Introduction & Upcoming05:13 - Headlines & Slott Report15:45 - Market Update24:20 - The Financial Focus: How a Major Market Drop Can Change Your Retirement   Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.Visit our website: https://www.attleborowealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti...

The SECURE Act and SECURE 2.0 introduced significant changes to retirement and tax planning, with various effective dates. One major change in 2025 affects catch-up contributions, allowing for larger contributions in some cases. However, these "Super Catch-Up Contributions" are subject to limitations based on the individual's age and the type of retirement account or plan used.  3 Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg Video version: https://www.youtube.com/watch?v=Igu1kYeNxNs Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.Visit our website: https://www.attleborowealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti...

2025 is a year of change for our tax laws. In this episode, Mark and Dave will discuss the status of tax law changes, some thoughts about proposed changes, and what it may mean for your financial plan and investment strategies. Be sure to tune in to learn the important details. Video version: https://youtu.be/GwovySeeVxk?si=UQKMzn-nhbXQy0HC Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.Visit our website: https://www.attleborowealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti...