Topics: Retirement Planning
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401(k) retirement plan contribution limit increases for 2018; most other limits are stagnant
Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits remain unchanged for 2018. But one piece…
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Retirement savings opportunity for the self-employed
Did you know that if you’re self-employed you may be able to set up a retirement plan that allows you to contribute much more…
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Investors: Beware of the Wash Sale Rule
A tried-and-true tax-saving strategy for investors is to sell assets at a loss to offset gains that have been realized during the year. So…
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Why You Should Boost Your 401(k) Contribution
One important step to both reducing taxes and saving for retirement is to contribute to a tax-advantaged retirement plan. If your employer offers a…
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Yes, you can undo a Roth IRA conversion
Converting a traditional IRA to a Roth IRA can provide tax-free growth and the ability to withdraw funds tax-free in retirement. But what if…
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Reap Benefits of a Small Business Retirement Plan
Reap the tax benefits of a qualified small business retirement plan Establishing an employer-sponsored retirement plan is an attractive way to save for your…
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Shielding your individual wealth today
Like many affluent individuals, you’ve probably worked hard for years to accumulate assets and create wealth. But have you taken steps to protect your…
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Key deadlines for the remainder of 2017
While April 18 was the main tax deadline this year, there are others through the rest of the year that are important to be…
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When an elderly parent might qualify as When an elderly parent might qualify as your dependent
It’s not uncommon for adult children to help support their aging parents. If you’re in this position, you might qualify for the adult-dependent exemption.…
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Identify all of your company’s retirement plan fiduciaries
Your company probably offers its employees a retirement plan. If so, can you identify all of your retirement plan fiduciaries? From a risk management…