Archive for 401(k)

IRA New Year’s Resolutions

IRA New Year’s Resolutions

The New Year is here, and you may be thinking about an array of resolutions you have for 2019. This year, we want to encourage you to really pay attention to your IRA (Individual Retirement Account) and leave no stone unturned. Here are some steps you should take to help make sure that everything is […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, IRA, 401(k)

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End of Year Checklist

End of Year Checklist

With the end of the year quickly approaching the last thing you need is another checklist. However, in the midst of preparing for all of the events and activities this holiday season holds, it is just as important to make sure you take some time to review your financial checklist. For example, have you considered […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, 401(k)

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Is a Roth Conversion Right for Me?

Is a Roth Conversion Right for Me?

There is story after story about people who come into a bunch of money. Where problems can arise is when they don’t know what to do with it, they don’t understand the concept of money, and they don’t know how much they can safely spend. Simply put, there is no plan in place other than […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Risk Management, Tax Planning, IRA, 401(k), FAQs

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You Can Save More Money in Your IRA in 2019

You Can Save More Money in Your IRA in 2019

Saving for retirement? Then we’ve got some good news. The IRA contribution limit will increase to $6,000 in 2019, up from $5,500 in 2018. Even better news for some, if you’re over 50 in 2019 you’ll be able to contribute $7,000, as compared to $6,500 in 2018. Why the Limit Increase? The IRA contribution limit […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, IRA, 401(k)

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At What Age Can I Retire?

At What Age Can I Retire?

How long do you need to work? Like just about everything else in financial planning, it’s a complex question. While the average worker retires at 621, for you, that may be too early or too late. We can help answer that question by considering a few things: Do you have a pension plan through your […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Social Security Planning, IRA, 401(k), Lifestyle

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What Do I Need to Do 10 to 15 Years from Retirement?

What Do I Need to Do 10 to 15 Years from Retirement?

An excerpt from our Retirement Plan Checklist Depending on when you wish to retire, there are certain things you should check off your Retirement Plan Checklist at certain points in advance. Some of these things will revolve around you reaching a certain age, where you’re retired or not (such as Medicare). Other items on your […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, IRA, 401(k)

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End the Year on a Financial High Note

End the Year on a Financial High Note

The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial changes. But taking a few steps now could help you reduce your tax liabilities—and start […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Risk Management, Tax Planning, Year-End Planning, 401(k)

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How Do My Investments Affect My Taxes?

How Do My Investments Affect My Taxes?

The relationship between investments and taxes is perhaps one of the most overlooked areas of retirement planning. Decisions that are made on the investment side of your retirement plan will most likely have some type of impact on your tax return. Typically an investor will have three different tax buckets that they can…

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Posted in: Retirement, Financial Planning, Investment Management, Tax Planning, 401(k), FAQs

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What is the DOL Fiduciary Rule?

What is the DOL Fiduciary Rule?

On Friday, February 3, 2017 President Trump signed an executive order instructing the Department of Labor to re-evaluate its proposed rule expanding the definition of fiduciary advice to include individual retirement accounts (IRAs). Historically, the DOL’s definition of fiduciary investment advice has been applied only to retirement plan assets included in pension plans, 401(k) plans […]

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Posted in: Blog, Financial Planning, Market Commentary, World Economy, 401(k)

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