Publications

2018 Annual Retirement Plan Limits

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The IRS announced retirement plan limits for 2018.  See the chart below for limit increases. Retirement Limits 2017 2018 Covered compensation limit $270,000 $275,000 Defined benefit maximum limit $215,000 $220,000 Defined contribution plan maximum limit $54,000 $55,000 Salary deferral limit 401(k), 457(b), 403(b) $18,000 $18,500 Catch-up contribution limit (Age > 50) $6,000 $6,000 Highly compensated …

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Five Myths About Group Disability Insurance

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You may think that the chances of becoming disabled during your working years are slight, and even if you did get hurt or had to miss time at work, you could get by because you have group disability insurance. Unfortunately, you may be in for a big surprise. Here are some myths and misunderstandings about …

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Ten Year-End Tax Tips for 2017

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Ten things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year. There’s a real …

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The Benefits of Having a Will

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A will is often the cornerstone of an estate plan. Below are five benefits of having a will in place. Distribute property as you wish Wills enable you to leave your property at your death to a surviving spouse, a child, other relatives, friends, a trust, a charity, or anyone you choose. There are some …

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Fall 2017 Newsletter

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Tax Reform The long awaited tax reform framework was introduced by the Trump Administration last week. It may be difficult to craft and pass, as the procedure Senate leaders plan to use will require no additions to the deficit. Read More Scottrade and TD Ameritrade Merger Scottrade and TD Ameritrade officially joined together September 18th …

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