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Newsletter: Small Business Owners

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Jeremy Finger
  • Updated: October 4, 2024

Big changes ahead for small business owners, part time workers, people who have 529 plans, 401ks and IRAs. The SECURE act has many changes. Some good. Some not so good.

A few bullet points are:

  • RMD age raised from 70 1/2 to 72
  • 529 to pay for student loans with some limitations
  • Tax credits for business owners to establish retirement plans
  • Part time worker may now qualify for company retirement plans.
  • Removal of “stretch IRA“ options for inherited IRAs.

As always, if you have any questions about anything, send me an in***@ri*********.com“>email or give me a call.

Jeremy

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Jeremy Finger
Jeremy Finger is the Founder and CEO of Riverbend Wealth Management. With a passion for finance ignited at age 12, Jeremy’s career as a financial advisor began in 1996 after graduating from the College of Charleston. A dedicated family man and community leader, Jeremy’s life is shaped by valuable lessons in relationships, perseverance, and balanced living. Through his experience and combined professional credentials, Jeremy strives to share his knowledge and wisdom with those seeking professional financial guidance.
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Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and Riverbend Wealth Management are separate entities.

Our team, led by Jeremy Finger who has obtained the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA) and Certified Exit Planning Advisor (CEPA) designations, has decades of combined experience helping clients achieve their financial goals.

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