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How SECURE act 2.0 is shaping advice

Read Brandon Gregg’s interview with ThinkAdvisor about how he is bringing the changes from SECURE act 2.0 to our clients in a clear and concise manner.  READ MORE NOW…

How Roth IRAs work?

Cody Lachner shares his expert opinions with U.S. News & World Report about how Roth IRAs work.  READ MORE…

Tax season gets revamp on TikTok

Cody Lachner shares his expert opinions with Bloomberg about tax preparation trends.  READ MORE…

BBK Wealth Working Session

Secure Act 2.0 - Update

“SECURE Act 2.0” is intended to increase retirement savings. How? An attempt to simplify and clarify rules currently in law.  Read more on 5 changes to be aware of this year…

Finding the right life Insurance

Brandon Gregg provides advice on life insurance as a MoneyGeek Expert.  Read more…

Indiana 529s have major changes

Recent changes to the Indiana 529 program.  Read more here…
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317.207.0730

thoughts@bbkwealth.com

Indy Location: 

14074 Trade Center Drive,
Suite 240 Fishers, IN 46038

Lafayette Location:

300 Main Street Suite 412

Lafayette, IN 47901

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Cell: 317.378.9103
Office:317.207.0730

thoughts@bbkwealth.com

Fishers Location: 

14074 Trade Center Drive,
Suite 240 
Fishers, IN 46038

Lafayette Location:
216 N 4th St
Suite 201
Downtown Lafayette

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