VIDEO

What to do for 2022: Simple Planning Action Items

401(k) Education

January 11, 2022

In this month’s educational video, we discuss simple action items to optimize your saving in 2022.

Join Jonathan Gengle, a Bayntree Financial Advisor, as he goes over:

Sign up/Increase Contributions
Higher Contribution Limits
Contribution; Lump Sum vs. Percentage
Savers Credit
Rollovers

If you have any questions on how to implement these, or any other financial planning questions, please click here to schedule a call with our team.

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