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Retirement Plan Checklist
Dean Barber discusses some of the questions from our Retirement Plan Checklist report.
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Retirement Plan Checklist
Dean Barber discusses some of the questions from our Retirement Plan Checklist report.
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Investments Article
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.
Retirement Article
529 Plan: Saving for Education Expenses
Using a 529 Plan to Save for Your Children’s and Grandchildren’s Education Expenses
For a little more than two decades, people with ambitions of paying for their loved one’s college education have been able to set aside money into tax-favored accounts. The amount of money saved into the accounts was generally tax deductible on the state level. However, there are some states that do not allow tax deductions, but for our readers in Kansas and Missouri, your states do allow deductions.
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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Video
Retirement Plan Checklist
Dean Barber discusses some of the questions from our Retirement Plan Checklist report.
Video
Tax Clarity
Forward-looking tax planning can be a huge part of a successful retirement plan. Watch as Dean Barber reviews the basics of a forward-looking tax plan and the impact it can have on your retirement plan.
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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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PDF Document
Retirement Plan Checklist
This checklist was created to give you a timeline of items that should be done prior to and during retirement.
PDF Document
Life Insurance vs. Roth IRAs
Life insurance and Roth IRAs, despite their many similarities, Roth IRAs and life insurance are very different, and the rules that apply to one doesn’t always apply to the other.
PDF Document
Looking at Financial Issues as Retirement Draws Near
If you have decided to retire, you have probably already addressed a host of financial questions with your financial advisor.