A new year typically necessitates adjustments to IRS savings and distribution thresholds, and so REDW’s trusted wealth management advisors Principal Robert Elzholz, CFP®, CRPC®, AIF®,...
-
The Secure Act 2.0 in 2024: Significant Retirement Saving Opportunities for Individuals
Feb 5, 2024
12 Min Read
-
Charitable Giving–What Questions Should You Be Asking Before the New Year?
As the year draws to a close, it's a great time to consider charitable giving - and maximize your donations by implementing a thoughtful giving...
Nov 21, 2023
5 Min Read
-
Wealth Bytes: Nuances in Recent Inflation Data
Inflation Moderates but Pressures Persist Last week the biggest news was the CPI (or Consumer Price Index). The headline CPI came in above consensus as...
Oct 16, 2023
7 Min Read
-
-
For Peace of Mind as You Age: 8 Tips to Plan for Financial Wellbeing
As we grow older, our cognitive abilities may decline, affecting how we manage our finances. However, taking steps to prepare ourselves can help us avoid...
Oct 1, 2023
10 Min Read
-
Inherited IRA Required Distributions
Are you in compliance with the SECURE Act for Inherited IRA Required Distributions? Congressional passage of the SECURE Act in 2019 significantly changed the landscape for retirement...
Nov 15, 2022
9 Min Read