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2019 Contribution Limits for Retirement Plans

We’re halfway through the year. Are you on track to maximize your retirement savings? Here are the 2019 contribution limits for retirement plans. Last year, the IRS increased the 2019 contribution limits for retirement accounts. For employees participating in 401(k) plans, the IRS will allow contributions of $19,000, a $500 increase from last year. The increase also applies to most other retirement plans, such as 403(b), 457, and Thrift Savings Plan participants. In addition, if you are over the age of 50, you may contribute a catch-up contribution on top of that amount of $6,000.

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Investments Article

Economic Indicators and the Market

This month I'm going to bring you up to date for the quarter. I'll discuss economic indicators like interest rates so far this quarter, year-to-date, and over the last 12 months. We'll also take a look at the markets over the second quarter and cover a little about precious metals, consumer confidence, and the PMI. There is a lot of data we're going to cover today. I'm going to try to do it in a short period of time and keep it as high level as possible so you can understand what I'm talking about. I'm writing this on July 9, 2019, so the data will be through then.

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Investments Article

How Likely is the Fed to Cut Interest Rates?

The question of the day is, how likely is the Fed to cut interest rates in the near term? Their rhetoric has certainly picked up. Last year’s rate hike in December—seen by many as a “mistake” was a continuation of the normalization of monetary policy that began in 2016. This is in contrast to the Fed’s sharp about-face not two months later, where rate hikes were effectively put on pause.

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Choosing a Financial Advisor Video

Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.

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Savvy IRA Planning for Boomers

Dean Barber goes in-depth reviewing IRA Planning.

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Understanding Required Minimum Distributions (RMDs)

When you reach age 70 ½, you must begin to draw funds from your traditional (i.e., non-Roth) Individual Retirement Accounts (IRAs).

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401(k) Action Steps

Every time you change jobs, you need to make some choices about what to do with your old 401(k) so that it keeps up with your financial needs.

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Naming a Trust as the IRA Beneficiary

When it comes to individual retirement accounts and trusts, they can be extremely complicated and when they consolidate, things can go very wrong and may be very expensive to fix.

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