Articles

3 Strategies for Tax-Smart Giving

Giving away assets during your life will help reduce the size of your taxable estate, which is beneficial if you have a large estate that could be subject to estate taxes. For 2016, the lifetime

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IRA and Retirement Plan Limits for 2017

IRA contribution limits

The maximum amount you can contribute to a traditional IRA or Roth IRA in 2017 is $5,500 (or 100% of your earned income, if less), unchanged from 2016. The maximum catch-up

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Don’t Stop Believin’

I think the title of this 1981 song by the band Journey is quite fitting nowadays (and yes, they did spell “believing” this way in the title).  With the S&P 500 and the Dow Jones Industrial

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Company Retirement Plans – What You Need To Know About Your Fiduciary Responsibility

When you decide to establish a retirement plan for your employees, you need to realize that you could be opening yourself up to additional risk.

 By virtue of sponsoring a qualified retirement

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The Sky Is Falling, The Sky Is Falling!

Who hasn’t heard that famous saying at various times throughout their lives?  Of course this comes to us courtesy of our good friend Chicken Little of fables past.  Merriam-Webster describes

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401(k) Plans – What You Need To Know

Not long ago employees relied on Social Security and employer pension plans to support them through retirement.  Over the last three decades, the number of employer-sponsored pension plans has

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What Do Recent Department of Labor Fiduciary Rules Mean for University Professionals?

My colleagues and I have been talking for years about the potential dangers of rolling money out of retirement plans, including 403(b), 401(a), 401(k) and 457 plans.  While every situation is

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