Page 16 - SEPT2022

Page 16 NEWFOUNDLAKELIFE.COM September 2022
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Kathy Swanson, a Meredith, NH sr. branch office administra- tor for the financial services firm Edward Jones, recently traveled to Washington, D.C., to meet with U.S. legislators and discuss issues on the minds of individual investors and business owners - particularly retirement savings legislation to help more Ameri- cans save for a secure and digni- fied retirement - and to promote greater financial education and wellness. Members of the Grass- roots Task Force collectively held more than 300 in-person meetings with U.S. legislators.
Swanson serves on the Grass- roots Task Force, a volunteer group of financial advisors, branch office administrators, and registered branch associates from all 50 states who are dedi-
cated to voicing the investment concerns of individual investors to local, state, and national law- makers. Now in its 37th year, this is one of the longest-running nationwide grassroots outreach efforts to Congress in existence.
The theme for this year's set of meetings was "Activating Our Purpose."
According to new research Edward Jones conducted with Age Wave and Harris Poll, Americans are changing the definition of retirement, and 69% say they want to live to age 100. Over the past few years, the Grassroots Legislative Task Force has focused on building momentum for bills that will strengthen millions of Ameri- cans' retirements, and this year, there is an added layer of focus
on enhancing financial educa- tion and confidence.
The group's current priori- ties, which Swanson discussed in her meetings, include:
• Establishing a new catch-up contribution to help workers 60 and older who have not been able to save sufficiently for re- tirement.
• Increasing the required minimum distribution age from 72 to 75 to help more workers who are working and living lon- ger to save longer.
• Enhancing the small busi- ness start-up tax credit, which will enable many small busi- nesses across the country to pro- vide retirement benefits to their employees.
• Permitting employers to make matching contributions
with respect to student loan re- payments that will help workers burdened with large student loan debt to start saving for re- tirement.
• Launching The Military Spouses Retirement Security Act, which helps address the unique challenges military spouses face in saving for retire- ment by providing a tax credit of up to $500 to small businesses to make military spouses eligible more quickly for retirement ben- efits.
Edward Jones, a FORTUNE 500 firm, provides financial ser- vices in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advi-
sors serve more than 8 million clients with a total of $1.6 tril- lion in client assets under care. Edward Jones' purpose is to partner for a positive impact to improve the lives of its clients and colleagues, and, together, better our communities and so- ciety. Through the dedication of the firm's 50,000 associates and our branch presence in 68 per- cent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is edward- jones.com, and its recruiting website is careers.edwardjones. com. Member SIPC.
Local Edward Jones Sr. Branch Office Administrator Meets with U.S. Lawmakers
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