Q3 2022 Newsletter: Optimizing Savings Strategies
Use these insights and help optimize your 401(k) plan to align with savings and talent management strategies.
- Identify SECURE Act tax incentives that may help you and your employees
- Help employers maximize savings and minimize taxes
- Improve workers’ financial well-being with new innovative approaches
Download the Newsletter
Frank P. Zocco, Jr., CFP®, AIF®, CRPS®
Jacobs Financial Partners, LLC
95 Glastonbury Blvd, Suite 210
Glastonbury, CT 06033
Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
Distributions from traditional IRA's and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 ½, may be subject to an additional 10% IRS tax penalty. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.