More Gifts From the SECURE Act 2.0
2024 has brought some new positive changes from the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 which was passed in 2022. SECURE 2.0 has raised the Required Minimum Distribution (RMD) age and we are excited about the flexibility that brings. In 2024 the age is 73 and by 2033 it will be […]
TEACH – To learn and grow as industry experts
At Alaska Wealth Advisors we have a deep commitment to continual growth and education. You will see our newer associates announce their CFP™ accomplishment as the second step in their professional ladder after passing their securities exam. We also ask seasoned advisors to look at a deeper specialty that will create a circle of expertise […]
Thrift Savings Plan and Federal Employees Retirement System Considerations
Marietta Hall, CFP® & Dave Valdez, ChFC® We recently reviewed the TSP changes from 2022 in the context of our newest team member Dave Valdez. As a traditional guardsman in the Alaska Air National Guard, Dave is fortunate to participate in the Thrift Savings Plan. Recent changes and modernization of the TSP website made his […]
Go Red for Women 2023
I had the great pleasure of attending the Go Red for Women event on February 17th hosted by the American Heart Association. I am proud to be a Circle of Red donor personally and that Alaska Wealth Advisors is a sponsor of this important event. Our goal is to reduce the rate of fatal heart […]
World Elder Abuse Awareness Day
Sneak Peek at Wealth Essentials Video Series
Evaluating Your Required Minimum Distribution Options
Lifestyle Creep