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
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.