Managing Your Income & Optimizing Taxes in Retirement

  |  March 2, 2021

Sweeping generalizations about managing income in retirement are problematic in that they won’t be of much help to a given individual figure to out what is best for them. It's important to determine not only what’s best for you specifically in the current tax year, but next year and the year after, as well. Nationally recognized speaker and REDW Wealth Senior Financial Planner David Cechanowicz discusses some foundational issues relative to taxation and income in this latest article. Read more. Read More

Assessing Risk After Retirement

  |  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

Now is the Time to Maximize Lifetime Gifting Options

  |  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

A Budget-Friendly Solution to Your Health Insurance Needs & 401k Fiduciary Responsibilities

  |  October 16, 2020

HHS Provider Relief Funding Guidance from REDW

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