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What Matters Most

Culture and Values | Market Content | Optimism | Planning

“A wealth of information creates a poverty of attention.” -Herbert Simon, Artificial Intelligence (AI) pioneer This quote was buried in an article I read last month related to the launch of ChatGPT, an AI-driven chatbot that has received its fair share of media attention.  For those of you curious about what it means for the…

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New Secure Act 2.0, how may it affect you?

Planning

Greetings and Happy New Year! With more than 100 individual provisions aimed at modernizing the U.S. retirement planning system, SECURE 2.0 has been approved by congress and we at Tschetter Group have highlighted several key changes that may be of interest below: Changes to Required Minimum Distributions (RMDs) One major change within the legislation is the extension…

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End of Year Planning Updates

Optimism | Planning

Season’s Greetings!   It’s hard to believe that we are heading into the last couple of months of the year. We want to make you aware of a few year-end deadlines for 2022 so that we can help you accomplish any remaining financial goals in a timely manner. Looking ahead to 2023, we also highlighted some…

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Some New Things For Spring

Optimism | Planning

Greetings and Happy Spring! For many of us, the renewal of spring signals that it’s time to get into spring cleaning mode – sweeping the dust out, rotating our wardrobes, decluttering our rooms. The goal is to tidy and freshen up your living space as the new season rolls in. I know for me, taking…

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Congratulations to Pascale!

Culture and Values | Planning

Tschetter Group is proud to announce that our Associate Financial Planner, Pascale Dumesnil has passed the CFP® examination and will soon be applying for her CFP® certificate. The CERTIFIED FINANCIAL PLANNER™ certification is largely considered the highest standard in financial planning. It is a rigorous process that requires each advisor candidate to satisfy educational and…

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Net Unrealized Appreciation (NUA)

Planning

For those of you that have accumulated employer stock within your employer-sponsored retirement plan, you have a few different options when you’re eligible to take a distribution from your plan. Often times when employees leave a company, the best course of action is to roll your company retirement plan into an IRA to continue to…

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Opting-out of the Washington LTC Cares Act

Planning

For those who have a private long term care policy in place and want to opt-out of the WA Cares Act, below are instructions on how to do so. The payroll tax officially starts on January 1st 2022 so it is critical that you opt-out before year end. Please keep in mind that once you…

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Social Security COLA Increase in 2022

Planning

The Social Security Administration announced today benefits will see a cost-of-living adjustment (COLA) of 5.9%– the largest increase since 1982. To put it in perspective, the average increase over the past decade has been only 1.4%. This increases the maximum retirement benefit at full-retirement age from $3,148 per month currently ($37,764 annually) to $3,345 per…

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The Mega Backdoor Roth

Planning

In the planning department, many of our conversations with clients is about determining savings goals on an annual basis that will help propel them to their retirement planning goals discussed. For many clients, that starts with taking advantage of their company retirement plans and working to maximize their contributions, and then more detailed planning follows…

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Introducing Pascale: in her own words

Culture and Values | Planning

A soccer game isn’t much different than building a portfolio or financial plan. Some may be reading this and thinking wow, that’s a stretch, but please allow me to explain. Preparing for a soccer game consists of strategizing and picking your players who will hopefully bring the best performance on a certain day. Our coaches…

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