Clarus Wealth at Plum Creek is a wealth management firm located in Castle Rock, CO with a branch location in Peoria, AZ. We are dedicated to providing investment management and strategic wealth planning that is right for you. Our philosophy is simple: we believe that life planning cannot be separated from investment planning. As independent advisors, our interests are aligned with our clients to help them develop a comprehensive plan and take the next step to implement it. We do this through a strong planning process which is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your assets now, and that efficiently provides for the future, considering both tax issues and estate planning goals. Simply put, we strive to be our client’s trusted advisor.
Changes are happening for retirement plans in 2020, that will impact grad students, expectant parents, small businesses, retirees, and more. Learn more here, and contact us with any questions about how the SECURE Act may impact you.
New laws were passed at the end of 2019 that aim to encourage more people to save for retirement in 2020, and it appears to be good timing: According to a December Ispos poll, 38% of Americans planned to have a 2020 New Years Resolution. Of these, 51% state that finances are their priority1.
To encourage financial stability through retirement savings, the maximum contribution rates for retirement plans has been increased, and tax incentives are being offered to small businesses to set up automatic enrollment in retirement plans, as part of the SECURE Act. Read about some of the highlights here.
Are you ready to increase your savings amount, open a new retirement account, or just get a better understanding of how the new rules apply to your retirement goals? Contact us today.
1. Annaleise Azevedo Lohr, “Urban Plates/Ipsos Poll 2020 New Year’s Resolutions” December 11, 2019, accessed January 13,2020, https://www.ipsos.com/en-us/news-polls/urban-plates-ipsos-NY-Resolutions