Monthly Wealth Management Update and Q&A
REDW Wealth | April 7, 2021
Posts By: REDW Wealth
Webinar: Managing Your Income & Optimizing Your Taxes in Retirement
REDW Wealth | February 25, 2021
Most people – even financial advisors ‐ don't fully understand how different types of retirement income can leave very different amounts for retirees to spend, after taxes. In this complimentary webinar from REDW Wealth, Senior Financial Planner David Cechanowicz makes this complicated topic a very easy one to follow. Read more. Read More
Assessing Risk After Retirement
REDW Wealth | January 29, 2021
It has been said that retirement is the only time in your life when time no longer equals money. But whether you’re nearing retirement or you’re already there, it’s vital to annually assess risks to your post-working years. Today’s retirees are facing challenges that previous generations did not. Life expectancy is longer – which means... Read More
Ross Nettles & Robert Elzholz Earn CERTIFIED FINANCIAL PLANNER™ Certifications
REDW Wealth | January 4, 2021
REDW Wealth, a SEC-registered investment advisory firm subsidiary of REDW LLC, is proud to announce that Ross Nettles, Tax & Investment Manager, and Robert Elzholz, Senior Investment Manager have been awarded CERTIFIED FINANCIAL PLANNER™ certifications by the Certified Financial Planner Board of Standards, Inc. Read more. Read More
Now is the Time to Maximize Lifetime Gifting Options
REDW Wealth | December 22, 2020
IRS interest rates are at an all-time low and federal estate and the total lifetime gift tax exemptions are at a record high – making this an especially opportune moment to take advantage of lifetime gifting options. The experienced team at REDW Wealth is ready to answer your questions or help you develop a plan that aligns with your lifetime gifting options and concerns. Read more. Read More
Bi-Weekly Wealth Management Update and Q&A
REDW Wealth | December 1, 2020
Join members of the REDW Wealth Investment Committee for a bi-weekly webinar series providing Wealth Management Updates and Q&A opportunity, Wednesdays beginning May 13, 2020 at 11:30 am MT. Read more. Read More
A Budget-Friendly Solution to Your Health Insurance Needs & 401k Fiduciary Responsibilities
REDW Wealth | October 16, 2020
In June 2019, the Department of Labor revised the rules for 2020 regarding health reimbursement arrangements (HRAs) making it easier and more cost-effective for some businesses to reimburse employees for their medical care expenses. Join REDW Wealth and Daniels Insurance for a joint presentation on budget-friendly solutions for your health insurance needs. REDW Wealth Principal,... Read More
What is a Custodian & What Does the Schwab & TD Ameritrade Merger Mean to You?
REDW Wealth | October 15, 2020
During this short 30 minute webinar, financial advisors from REDW Wealth will be discussing what a custodian does for clients and what role they play in an independent advisor’s relationship. We’ll also discuss what impacts the recently closed Schwab and TD Ameritrade merger will have to clients that entrust their assets to one of these... Read More
Planning for Retirement? Historically Low Rates Make 2020 the Year to Consider Converting Your IRA to a Roth
REDW Wealth | September 16, 2020
In these uncertain times, REDW Wealth wants to reassure you by sharing available strategies that could help shelter your retirement savings from taxes. Read More
REDW Wealth Ranked by Financial Advisor for 2020 Registered Investment Advisors
REDW Wealth | August 20, 2020
