SEP IRA vs. Solo 401(k) – Which is Better for You?

By |2018-08-09T13:34:09+00:00March 29th, 2018|Financial Planning, Investment Management, Retirement, Starting Out|

Smart Retirement Options for the Self-Employed. Alexander Ognenovski, JD Self-employment has its advantages; yet also comes with responsibility, such as saving for your own retirement. When you work for an employer, you can usually count on there being a 401(k) plan or something similar already in place that you can contribute to. However, when you [...]

Is Your 457 Plan Leaving Money On the Table?

By |2018-11-26T11:37:34+00:00March 20th, 2018|Financial Planning, Investment Management, Retirement|

Andrew Baron, CFP® Associate Advisor 457 plans, one of the lesser known retirement savings plans are a special kind of plan for non-profit organizations. The sponsor of the plan must be an employer that is either a state or local government entity or a qualifying 501(c)(3) organization. Federal employees are not covered under these plans [...]

Do you qualify to utilize a QCD?

By |2018-11-21T12:30:47+00:00March 8th, 2018|Charitable Giving, Financial Planning, Investment Management, Legacy, Retirement, Tax Planning & Preparation|

If you do, reviewing your QCD strategy this Tax Season should be a priority... Kathryn W. Gerwig, CFP® Senior Advisor As you complete your 2017 income tax returns, keep in mind some tax provisions that will possibly be more important for 2018 and future years’ tax planning.  In 2015, the Protecting Americans from Tax Hikes Act [...]

Are You Prepared for a Disaster?

By |2017-12-20T10:25:21+00:00December 12th, 2017|Family, Financial Planning, Investment Management, Legacy, Retirement, Starting Out|

Are You Prepared for a Disaster? Nora Smith, Information Services Manager This Holiday season, so many of us are watching the news helplessly as the fires rage in California and thousands have been forced to leave their homes. The ongoing natural disaster in the West comes on the heels of a horrific Hurricane season that [...]

IRS Contribution Limit Changes for 2018

By |2018-11-26T14:18:54+00:00November 17th, 2017|Family, Financial Planning, Retirement, Tax Planning & Preparation|

What do these changes mean for you and your retirement savings plan? Lynda Tull, Associate Advisor The IRS has announced new contribution limits for retirement savings accounts which include 401K, 403B, and most 456 plans. Changes to income limits for IRA contribution deductibility and new contribution limits for Health Savings Accounts (HSAs) have also been [...]