BWD Wealth Management

BWD Wealth Management Financial planners focused on building meaningful experiences for our clients. www.finra.org, www.sipc.org.

Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA & SIPC). Insurance products are offered through LPL or its licensed affiliates. Bank of Wisconsin Dells and BWD Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BWD

Wealth Management, and may also be employees of Bank of Wisconsin Dells. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank of Wisconsin Dells and BWD Wealth Management. Securities and insurance offered through LPL or its affiliates are:

- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Family and friends can benefit from your experiences.
08/29/2026

Family and friends can benefit from your experiences.

08/22/2026
🚀 Big News for Your 2026 Retirement Plans! 🚀The IRS announced new contribution limits for 2026 in November, and there's ...
06/20/2026

🚀 Big News for Your 2026 Retirement Plans! 🚀

The IRS announced new contribution limits for 2026 in November, and there's a lot to look forward to! Here's a quick breakdown:

🔹 401(k), 403(b), 457 Plans & TSP: Contribution limit increased to $24,500 (up from $23,500 in 2025). If you're 50 or older, you can contribute up to $32,500 annually!

🔹 IRA Contributions: Limit increased to $7,500. Catch-up contributions for those 50 and older are now $1,100.

🔹 Roth IRA & Saver’s Credit: Income phase-out ranges have increased, making it easier to qualify and maximize your savings.

🔹 SIMPLE Accounts: Contribution limit up to $17,000, with higher limits for certain accounts.

🔹 Medicare Part B: Monthly premiums will rise to $202.90, impacting how much of your Social Security COLA you'll see.

Stay up-to-date with details about your retirement savings! For full details, check out Notice 2025-67 on the IRS website.

With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.



Sources:
IRS.gov, November 13, 2025
CNBC, November 17, 2025

Address

716 Superior Street
Wisconsin Dells, WI
53965

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

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