Broker Check

Pullman Office

205 East Main Street

Pullman, WA 99163

Tri-Cities Office

1363 Columbia Park Trail, Suite 202

Richland, WA 99352

JOIN US FOR ONE OF OUR UPCOMING EVENTS...

Dinner with an Ivy Fund Manager

Dinner with an Ivy Fund Manager

The LC Valley Exclusive Event

February 19 at 6:00pm PST

WSU CUB Luncheons

WSU CUB Luncheons

Open House

Open House

Tax freedom day. Meet the team, talk tax planning strategies

April 30 at 4:30pm PST

How might the new retirement plan rules affect you?

Recent legislation could affect you in 4 broad areas of your retirement planning...

1. Required Minimum Distribution Relief for Retirement Plans: The new rule pushes the RMD start date for most situations out until age 72 instead of 70 1/2.

2. Additional Roth Conversion Planning Opportunities: You get an additional two years to do what are known as Roth conversions. Roth conversions can allow you to convert taxable money in an IRA into a Roth IRA at lower tax rates.

3. Increased Tax Advantaged Savings Opportunities: If you are working into your 70s, you can still put money into your deductible IRA.

4. Review Your Beneficiary Designations: The new rules also removed most so-called "stretch" provisions for beneficiaries of IRAs and 401(k)s.

Learn more
Thanks to our friends, fellow professionals, and clients and the great connections they build for us in the community!

Thanks to our friends, fellow professionals, and clients and the great connections they build for us in the community!

Jenna and Jim Brozik, having some fun trying out their newly found noodle making skills at an appreciation event we had at the Dahmen Barn this December

QUOTES AND QUIPS

“Who is rich? He that rejoices in his portion.”

Ben Franklin. 

“Diversify your investments, for you do not know what risks might lie ahead.”

King Solomon.

 

Have a Question?

Thank you!
Oops!

Waddell & Reed is not affiliated with WSU CUB.                                                                                                                                                                                                                                                                       08/20