What’s on the Horizon for Your Nest Egg?
The Securing a Strong Retirement Act of 2022 (SECURE Act 2.0) has morphed into the EARN Act with the Senate Finance Committee, setting the stage for the legislation to potentially pass in 2022. What changes have been made to the retirement-improvement package and what are the top considerations for cracking your nest egg?
Robert Elzholz CFP®, AIF®, CRPC®, AAMS®, REDW Wealth Senior Investment Manager
Join REDW Wealth in our on-demand webinar for a bird’s eye view of EARN Act updates and retirement legislation. REDW Wealth Senior Investment Manager Robert Elzholz CFP®, AIF®, CRPC®, AAMS®, will walk you through a timely briefing session on reconciliation thoughts and possible changes effected by the bill.
Christine Papelian, CFP®, CWS®, CDFA®, REDW Wealth Financial Planning Senior Manager
REDW Wealth Financial Planning Senior Manager Christine Papelian, CFP®, CWS®, CDFA®, will help you assemble your retirement essentials checklist to make sure you have what it takes to retire well. Gain trusted insights for your retirement sources of income and expense planning and learn more about transferring assets in the most tax-advantageous way.
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Information and instruction shared in the article above from REDW Wealth does not guarantee outcomes or performance or quality of services provided to REDW Wealth clients by REDW Wealth or its employees.
