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Qualified Charitable Contributions for 2019

December 4, 2019

We are nearing the end of 2019 and the opportunity to give for this year.  If a person has reached the age of 70.5 they can make cash donations to charities that are approved by the IRS that are outside... View Article

2020 Important Retirement Numbers

December 4, 2019

Every new year brings a fresh beginning, this can be just as true now as it ever was. In 2020, expect increases in savings pretax limits for workers looking toward retirement. If you’ve already reached retirement age, you’ll see a... View Article

2020 Contribution Limits for Employer Sponsored Plans

November 10, 2019

The 2020 contribution and benefit limits have been released by the IRS.  The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased. The following limits are applicable to... View Article

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