About Us |
The Elm Group and Associates, LLC
Alex Lima
Licensed Agent
CA Insurance License 0I02315
Contact Us
The Elm Group and Associates, LLC
Alex Lima
Licensed Agent
CA Insurance License 0I02315
Contact Us
Calculators
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Savings Goals
How much should I save to reach my goal?
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Current Retirement Savings
Are my current retirement savings sufficient?
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Annuity Tax Advantages
What are the tax advantages of an annuity?
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Long-Term Care
How much do long-term care services cost?
Newsletters
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HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.