Secure Act 2.0: Key Provisions

The Secure Act (Setting Every Community Up for Retirement) 2.0 is follow-up legislation signed into law in December 2022 as part of the Omnibus spending bill. In this brief videocast and accompanying article, Senior Investment Advisor Matt Sampson, CFP® , shares some key provisions that everyone should be aware of. Watch above or access the article here.

Practical Planning: Making Your Retirement Benefits Elections

Employees everywhere recently had the opportunity to make their benefit elections for the upcoming year, including healthcare coverage, retirement plans, insurance, and other perks offered by employers. Though many enrollment periods have passed, there are some items employees can still control in their retirement accounts; in this article, Senior Wealth Strategist Glen Goland, JD, CFP®, offers advice on setting your plan up for the year. Read here.

Ask the Expert Podcast: Grantor-Retained Annuity Trusts (GRATs)

Grantor-retained annuity trusts can be a good tool for gifting assets to the next generation in a tax-efficient manner. In this brief Ask the Expert podcast, Senior Wealth Strategist Glen Goland, JD, CFP®, interviewed by Senior Investment Advisor Matt Sampson, CFP®, walks through how GRATs work and when they might be a beneficial option for a family to consider. Listen here.

Analytics News: Analyst Spotlight

Research Analyst Nick Buckley recently joined Arnerich Massena. In this spotlight, we look at what inspires and informs him as he executes on his mission. Read here.

Philanthropy Focus: Outdoor School: The Movie

We're excited to be supporting Outdoor School: The Movie, and welcome our Arnerich Massena community to join us for a special live webinar presentation featuring the film's director, producer, and author sharing the story behind the film's remarkable creation and the non-profit they founded to support it. Read more here.

Partnering in the Community: Matt Sampson is Making College Possible

Arnerich Massena Senior Investment Advisor Matt Sampson, CFP, is passionate about helping students get into college and guiding them all the way to graduation. That's why he recently joined the Ambassador Board of College Possible Oregon. Read more here.