Download the PDF Version of This Episode > - To convert, or NOT to convert that is the question. - Putting the Shakespeare jokes aside - we are talking about the commonly debated Traditional IRA to

Join us for a quick update from the Rest Assured Podcast with David Schlossberg from Assured Concepts Group. - In this episode, David walks us through some timely insights on taxes for 2024, shedding

In the latest episode of The Rest Assured Podcast, join David Schlossberg from Assured Concepts Group as he breaks down the latest IRS rule notice 2024-35 regarding required minimum distributions for

Welcome back to The Rest Assured Podcast episode where we dive into the intricacies of President Biden's recently proposed 2025 budget, known as the green book. This comprehensive document, released o

Welcome back to the Rest Assured Podcast! - Did Sonny get whacked again? This time by the IRS? - Join host David Schlossberg from Assured Concepts Group as we unravel the tax drama surrounding James

In this Q1 report from Assured Concepts Group, three key themes are discussed: the resilience of the US economy, potential interest rate cuts by the Federal Reserve, and the impact of the presidential

The IRS is sounding the alarm bells in their latest Chief Counsel Memorandum (CCM) - AM 2023-006 (August 9, 2023), and we're here to break it down for you on the Rest Assured Podcast. Join us as David

Join David Schlossberg, founder of Assured Concepts Group, in this insightful episode of the Rest Assured Podcast as he delves into the world of Qualified Charitable Donations (QCDs) from Individual R

Stay informed about the Schwab-TD Ameritrade merger with our latest video featuring David, your trusted financial advisor. David provides an overview of the merger and informs clients about the expect

Stay up-to-date with the latest RMD Financial update for 2023, as David Schlossberg, an esteemed financial advisor from Assured Concepts Group, brings you crucial insights based on the recent IRS reli