Retirement account statements and a fountain pen on a desk

Retirement PlanningMay 18, 20266 min read

SECURE Act 2.0: Six Changes Retirees Should Actually Care About

From the new RMD age to Roth catch-ups and 529-to-Roth rollovers — a plain-English summary of what matters for retirees and pre-retirees.

Retirement Planning Tax Planning Roth Conversions

Read article

Scottsdale home exterior with desert landscaping at golden hour

Retirement PlanningApril 22, 20266 min read

Downsizing vs. Staying Put in Scottsdale: The Real Math

Selling the family home for something smaller is not always the financial win it looks like. Here is how we walk through it with Scottsdale clients.

Scottsdale & Phoenix Retirement Planning Tax Planning

Read article

Important disclosures

Please read before viewing any article

Articles published on this site are for general educational and informational purposes only. They are not intended as, and should not be relied on as, individualized investment, tax, legal, or accounting advice. Consult qualified professionals regarding your personal situation before acting on anything you read here.

Tax rules, contribution limits, IRMAA thresholds, and QCD limits (including the $111,000 QCD limit referenced for 2026) are set by the IRS and other authorities and are subject to change. Verify current figures with your tax professional before relying on any specific number.

All investments involve risk, including possible loss of principal. Past performance does not guarantee future results, and no strategy — including diversification or asset allocation — can ensure a profit or protect against loss in a declining market. Any references to insurance products refer to guarantees backed solely by the financial strength and claims-paying ability of the issuing insurance company.

Solutions First Financial Group is an investment adviser registered with the appropriate state or federal authorities. For important information about our services, fees, and conflicts, please review our Form CRS, Form ADV Part 2A, and Privacy Notice. Disclosure documents last updated March 2026.

Retirement planning, in plain English.

SECURE Act 2.0: Six Changes Retirees Should Actually Care About

Downsizing vs. Staying Put in Scottsdale: The Real Math