We would like to extend a warm welcome to those clients who joined our firm in the fourth quarter, as well as throughout 2022!
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Were you interested in participating in our “Q4 2022 in Review & What Investors Can Expect Next” webinar on Friday, January 13, but couldn’t make it? We recorded it just for you
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After two tumultuous years, the global economy started 2022 on what appeared to be solid footing. Then came the war in Ukraine, followed by a market decline into Bear territory.
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Effective January 1, 2023, one of the immediate changes of the SECURE Act 2.0 is an increase in the RMD age from 72 to 73.
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Beginning in 2025, the law will allow workers aged 60 through 63 to make a larger catch-up contribution to certain retirement plans.
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The new law allows employers, beginning in 2024, to treat qualified student loan payments as elective income deferrals for the purpose of an employer-matching contribution, making the choice between paying off student loans and participating in an employer-sponsored retirement plan easier for plan participants.
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The new law indexes the current $100,000 annual limit for inflation starting in 2024. In addition, beginning in 2023, the law allows a one-time QCD of $50,000 to charities via a charitable gift annuity, charitable remainder unitrust, and charitable remainder annuity trust.
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Every financial plan incorporates short-term tactics to help you achieve your long-term objectives. Here are our suggestions to bring your plan to life throughout the year, starting with the first quarter.
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Planning for one’s eventual death can be a somber task. However, consider what would occur if you failed to plan: loved ones trying to figure out your intentions, a long and expensive legal battle with unintended heirs, and instead of grieving your loss, wondering why you didn’t take care of business while you were living.
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Schwab’s 1099 Dashboard provides a quick, personalized way to view the expected availability dates of 1099 Composite forms for your eligible brokerage account(s) that had taxable activity in 2022.
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For those who have chosen electronic delivery of these documents, your fourth quarter statement and bill are posted to your secure portal.
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We are pleased to introduce Blake Miller, who joined River Wealth Advisors in early January as a Client Services Associate in our Camp Hill office.
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Our firm developed and launched a formal wealth advisor training program last spring. This program provides career growth opportunities for team members and is an integral part of our client service model.
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As in previous years, the Camp Hill office participated in the Salvation Army’s annual holiday season drive by donating gifts for children as well as food and hygiene items for families.
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In conjunction with MPC Insurance Group, River Wealth Advisors is offering an exclusive Medicare Education program, which can help you transition confidently from employer-group coverage to Medicare, outline your current coverage vs. what other options are available to you, or simply provide answers regarding your current Medicare coverage. This program is provided at no cost to our valued River Wealth Advisors clients!
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The discussions contained in this publication are not a substitute for investment advice from a professional adviser. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced.
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