December 22, 2020 Congress Passes Consolidated Appropriations Act of 2021 Learn about the key tax provisions for individuals and businesses included in the Consolidated Appropriations Act of 2021. Read More
December 22, 2020 Maximize Your 401(k) Plan to Save For Retirement Contributing to a tax-advantaged retirement plan can help you reduce taxes and save for retirement. If your employer offers a … Read More
November 24, 2020 Taking Distributions From A Traditional IRA Although planning is needed to help build the biggest possible nest egg in your traditional IRA (including a SEP-IRA and … Read More
October 21, 2020 Buying and Selling Mutual Fund Shares: Avoid These Tax Pitfalls If you invest in mutual funds, be aware of some potential pitfalls involved in buying and selling shares. Surprise sales … Read More
October 12, 2020 Budgeting for Retirement There are all kinds of “rule of thumb” numbers floating around for how much income you’ll need in retirement, but … Read More
October 2, 2020 To Roth or Not to Roth Many Defined Contribution retirement plan participants are uncertain as to benefits of allocating their contributions to traditional vs Roth options. … Read More
September 29, 2020 Why it’s Important to Plan For Income Taxes as Part of Your Estate Plan As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to … Read More
September 14, 2020 Four Tips for Increasing Your Retirement Dollars 1. Don’t Cash Out Retirement Plans When Changing Employment When you leave a job, the vested benefits in your retirement … Read More
August 13, 2020 Retirement Plan Check-Up It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach … Read More
August 4, 2020 Collective Investment Trusts – The Fastest Growing Investment Vehicle Within 401(k) Plans For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced … Read More
July 30, 2020 Participant Corner: Good Health is the Best Wealth This month’s employee memo encourages employees to make small lifestyle changes to reduce their out-of-pocket health costs. Believe it or … Read More
July 28, 2020 Take Advantage of A “Stepped-Up Basis” When You Inherit Property If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for … Read More
