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.

Investment advice is offered through Bayntree Wealth Advisors, LLC, an SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters. Opinions expressed herein are solely those of Bayntree Wealth Advisors. All content is for informational purposes only and is not intended to provide the basis for any financial decisions.

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