This morning, I read (and watched) an NBC News Report titled: “The Great 401(k) Experiment Has Failed for Many Americans.” The report goes on to state that the median 401(k) retirement account balance of working Americans is $18,433. That’s it! For some of you, that’s just 2-months of family living expenses…and then you’re out! While […]
Putting Your Interests First!! Read More »
If you’ve been maxing out your annual contribution limit on certain retirement plans, it may be possible to increase your contributions…starting now! For 2015 the IRS has increased annual contribution limits on several types of Defined Contribution retirement plans (i.e. 401(k), 457, TSA, etc.), and that limit is now $18,000/year. And for those participants who are age
New 2015 IRS Limits! Read More »
Have you been meaning to get a Living Trust in place for your family, but been procrastinating because you don’t even know where to begin? Would you like to find out how to minimize tax dollars going to the IRS while maximizing what stays with your loved ones? If something happened to you and/or your
“FREE” Estate Planning Seminar: December 4th Read More »
The Internal Revenue Service (IRS) can be downright nasty, mean, and somewhat unfair to normal law abiding tax payers who unintentionally miss or forget to withdraw a certain amount of money from their retirement accounts. I’m talking about a 50% penalty assessment (one of the highest in the Internal Revenue Code ‘IRC’) just because someone
