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2020 Contribution Limits for Employer Sponsored Plans

The 2020 contribution and benefit limits have been released by the IRS.  The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased. The following limits are applicable to…

November 19, 2019 | Read More >

2019 Catch Up Contributions

The IRS does a good job of providing the country’s elder statesmen with ways to save for retirement. Some of the most popular investment vehicles the IRS provides access to for the benefit of US taxpayers include 401(k) accounts and…

October 29, 2019 | Read More >

Tax Savings Strategies for Retirement

Minimizing taxes during retirement is a critical component of managing your assets after you leave the workforce. Taking advantage of potential tax deductions can make your savings stretch further, allowing you to achieve more of your goals and live more…

October 2, 2019 | Read More >

The Unexpected Can Occur at Any Age

This topic is not comfortable for everyone to talk about, but planning now can make a world of difference later. More than a third of long-term care residents are younger than 65 years of age[KB1] .1 This statistic reminds us that…

October 2, 2019 | Read More >

How to Handle Market Volatility

Looking back at the past few weeks, the market has made some investors nervous. Market volatility can lead to some serious stress, but what are the best ways to respond to this uneasy feeling? When dealing with market volatility, it’s…

October 1, 2019 | Read More >