What to do for 2022: Simple Planning Action Items

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.

401(k) Education