Important Note

You are now leaving the Strong Valley Wealth & Pension, LLC ("Strong Valley") website. By clicking on the "Schwab Alliance Access" link below you will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Strong Valley or any advisor(s) whose name(s) appears on this Website. Strong Valley is/are independently owned and operated. Schwab neither endorses nor recommends Strong Valley. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Strong Valley under which Schwab provides Strong Valley with services related to your account. Schwab does not review the Strong Valley website(s), and makes no representation regarding the content of the Website(s). The information contained in the Strong Valley website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Article

Podcast Highlight - New Defined Contribution Plan Limits

What's Driving the Market

The team shares insights about how the new Defined Contribution limits for plans like 401k, IRAs, and Roth IRA could affect you.  Also included is an update on exciting news for small business owners and their employees regarding Roth IRAs.

Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable discussion. If you have questions for the Strong Valley team, check out strongvalley.com and use the Contact form to submit your questions.

You can stay up-to-date with the quarterly updates by following us at strongvalley.com/podcast, or by subscribing to the Strong Valley podcast on iTunes.

March 12, 2023
What's Driving the Market
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • In the Heat of Summer, Remember Your Resolutions?

    In the Heat of Summer - Remember Your Resolutions?

    June 26, 2024
    Now is a good time to check-in and see how you’re really doing with your New Year’s resolutions. Here are some key issues that you might have thought about for your to-do list at the beginning of the year. But now the year is nearly half gone and those things are just as important now. You still have time to cross them off your list.
    Read this Article
  • Getting the Most from Outside Consultants

    Getting the Most from Outside Consultants

    May 7, 2024
    While your business may benefit from the expertise and insight that an outside consultant can provide, without a focused selection process and procedures in place, it can be a waste of time and money. Here are a few tips for having reasonable and well-defined expectations at the outset.
    Read this Article
  • Adam Tirapelle Inducted into Hall of Fame

    Adam Tirapelle Inducted into University of Illinois Hall of Fame

    September 20, 2021
    Strong Valley congratulates Adam Tirapelle for his induction into the University of Illinois Hall of Fame! His many achievements as a college athlete, as a coach, and as a professional demonstrate Adam’s commitment to hard work and achieving success. Way to go Adam!
    Read this Article
  • Q3 Roundtable

    Discover a Strategy for Your Returns

    August 29, 2023
    The Strong Valley advisor team, Kyle, Jason, Chris and Adam, discuss the 3 risk levels in retirement and a new tool that can articulate to their clients a personalized strategy to transition from wealth accumulation to income distribution. The debate continues over Federal Funds Reserve Rate Expectations and the interplay with Inflation. Kyle gives a market recap for the previous quarter and the whole team gives their best guess at the coming quarter and end of year.
    Read this Article
    • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    No, stay on StrongValley.comContinue to link
    phone-handset