Why are Required Minimum Distributions Hitting Record Levels?
Americans required minimum distributions (RMDs) may be higher this year than ever in history. On this episode of the Retire You [...]
Chase’s Pick: “Retirement withdrawal rules are ‘crazy’ this year, IRA expert says. Here’s what you need to know”
Published by CNBC.com Written by Kate Dore "As a retiree, mandatory retirement plan withdrawals can be a source of stress and conf [...]
Chase’s Pick: “The Downside of Delaying RMDs”
Article published by Kiplinger.com Written by Jackie Stewart "It took more than four decades for Congress to raise the age for req [...]
SECURE Act 2.0: Big Changes to RMD Rules
The SECURE Act 2.0 is now officially law and with it comes significant changes to required minimum distributions (RMDs). On thi [...]
Required Minimum Distributions and Their Place in Your Retirement Plan
Dave and Chase discuss Required Minimum Distributions, or RMDs, and the important "need-to-knows" when it comes to their place [...]
5 RMD Strategies to Safeguard Your Retirement, Maximize Your Legacy
There was a lot of fuss back in 2011 when the first wave of Baby Boomers turned 65. Baby Boomers hold 54% percent of all U.S. hous [...]
Megan Jones joined the ILG Financial team in 2020 as marketing director. Megan and her husband live in Fredericksburg, VA with their German Short Haired Pointer, Gus. Megan is a graduate of Longwood University and holds a degree in communications. Megan is the oldest of Dave Lopez’s three children and not only enjoys working alongside her father, but also with her cousin, Chase, who joined the ILG Financial team in 2020 as an advisor. Megan is also a fully licensed Life, Health, and Annuity agent. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.
Chase Lopez joined the ILG Financial team in 2020 as an advisor. Chase is a 2016 James Madison University graduate with a degree in management. Chase has been trained under the tutelage of Dave Lopez, who is not only the founder and managing member of ILG Financial, but also is Chase’s uncle and godfather. He also enjoys working alongside his cousin, Megan, who is Dave’s daughter.
Amy Anderson joined the ILG Financial team in 2023 as the client relations coordinator. Her responsibilities include scheduling of appointments, annual check-up notifications, and annuity and required minimum distribution assistance. She is a graduate of Harding University with a degree in Computer Information Systems. Amy and her husband have two children and she enjoys reading, crocheting, music and spending time with her family.
Jessica Carson joined the ILG Financial team in 2018 as an agent. Jessica and her husband have four children, two dogs, 3 barn cats, 5 chickens, and three parakeets. She indeed loves her children and pets! When not at work, Jessica enjoys playing the piano and cello as well as traveling and spending time outside with her family, hiking, fishing, and boating.
Terri Center joined the ILG Financial team in 2019 as client services manager. She handles client records, application processing, and gathering information to provide a professional and friendly experience with all of our clients. Terri is a graduate of Oakland University. She is married and has two children. She enjoys hiking, family time, and puzzle challenging video games. She also likes to share her creativity in her canvas paintings and sewing projects.