Kentucky Edward Jones, Financial Advisor and Branch Administrator, host a roundtable with a representative | Lifestyles
Edward Jones financial adviser Jenn Wininger of Lawrenceburg and senior branch administrator Kim Hudson of Somerset recently hosted a roundtable with Representative Andy Barr in Lexington to discuss a number of issues on the minds of individual investors, particularly to advance bipartisan retirement savings legislation. to help more Americans save for a secure and dignified retirement.
Wininger and Hudson are part of the Grassroots Task Force, a group of volunteer financial advisers and branch administrators from all 50 states dedicated to bringing the perspective of individual investors to state and federal legislators.
For the past two years, the Grassroots Task Force has focused on promoting bipartisan retirement savings by hosting roundtables across the country to build momentum for bills that will help millions of Americans. to save for a safe and dignified retirement.
Current priorities for the group, which were discussed during the roundtable, include:
• Establish a new catch-up contribution to help workers aged 60 and over who have not been able to save enough for their retirement.
• Raise the minimum required age for distribution from 72 to 75 to help more workers who work and live longer save longer.
• Enhance the small business start-up tax credit, which will allow many small businesses across the country to provide retirement benefits to their employees.
• Allow employers to match student loan payments, which will help workers burdened with large student loans to start saving for retirement.
• Support the Military Spouses Retirement Security Act, which helps address the unique retirement savings challenges military spouses face by providing a small business tax credit to make military spouses eligible for pensions sooner. retirement benefits.
“Edward Jones is dedicated to understanding the needs of our customers and partnering to help them live their best life. We are passionate about improving opportunities for them,” Wininger.
“That’s why we’re advocating for questions that will help investors save for a more secure and dignified retirement,” Hudson added.
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the United States and, through its subsidiary, in Canada. Every aspect of the firm’s business, from the investments offered by its financial advisors to the location of branches, caters to individual and corporate investors. The firm’s approximately 19,000 financial advisors serve more than 7 million clients with a total of $1.8 trillion in assets under management. Visit edwardjones.com or the recruitment website at careers.edwardjones.com. SIPC member.