Jan 9, 2014
Personal financial planning is an ongoing process.? The good news is that financially speaking, 2013 was a really good year. The stock markets are at all time highs.? Many real estate markets around the country rebounded nicely.? And interest rates remain near...
Dec 23, 2013
Contributing to a retirement plan is one of the best tax shelters available to you during your working years.? Recently, the IRS announced that most of the retirement savings limits will NOT increase for 2014. RETIREMENT PLAN LIMITS FOR 2014: ?Savings Opportunity...
Nov 21, 2013
On Halloween night, the IRS announced the cost of living adjustments applicable to the various retirement plan limitations. Unfortunately, the bulk of the retirement savings limits will not increase from 2013. According to the October 31st announcement made by the IRS...
Oct 17, 2013
Let?s start by discussing some of the benefits of setting up and maintaining a Retirement Plan for your practice.? The first benefit is that contributions you make into the retirement plan are generally tax deductible, and then those contributions grow tax deferred.?...
May 14, 2013
As people switch jobs, change financial planners, or just move through life, it’s not uncommon to leave a trail of IRA accounts, 401k accounts, and 403b accounts. Why not take this opportunity to clean up these retirement accounts by consolidating them into one...
