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Q3 2022 Newsletter: Optimizing Savings Strategies

Q3 2022 Newsletter: Optimizing Savings Strategies

| September 05, 2022
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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´╗┐



J. Timothy Corle CPC, CPFA, CFP®

Tycor Benefit Administrators, Inc.

850 Cassatt Road, Suite 310

Berwyn, PA 19312

www.tycorbenefit.com

610-251-0670

timc@tycorbenefit.com

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.   Kestra IS and Kestra AS are not affiliated with Tycor Benefit Administrators, Inc. or any entity referenced herein.  Click here to view Form CRS 

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent.

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