Our Top 5 Blog Posts in 2017

Category: Retirement Planning

October 23, 2017  |  

IRS Contribution Limit Changes for 2018

The IRS recently announced changes to the contribution limits for retirement plans effective starting 2018.  One major change is an increase in the annual contribution limit from $18,000 to $18,500 for 401(k)/457/403(b) plans – the catch-up contribution limit for employees age 50 or older will remain the same ($6,000) in 2018.  Below is a table summarizing […]

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July 10, 2017  |  

Don’t Let a Wolpertinger into Your Portfolio!

Key Takeaways Like the elusive Wolpertinger of Bavarian folklore, active managers who are successful over the long term tend to be mythical creatures. Academics have been evaluating sightings of successful active managers for decades. There is little evidence that such managers exist in large numbers. Just as few people survive encounters with Wolpertingers, many investors […]

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June 19, 2017  |  

Over 70 and Charitably Inclined? Don’t Miss This No-Brainer Tax Break!

Key Takeaways A qualifying charitable distribution (QCD) allows you to donate up to $100,000 per year directly to a qualified charity from your IRA and exclude it from income. QCDs can enable you to give to charity and shield some or all of your Required Minimum Distribution (RMD) from taxes. QCDs require your contribution to go directly from […]

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February 6, 2017  |  

Penalty Free Retirement Withdrawals Prior to Age 59.5? Let’s talk about “Rule 55”

It has been well documented that the earliest age to begin taking withdrawals from retirement accounts is age 59 ½.  This is the age you are now eligible to withdraw money from your IRA, 401(k), 403(b) or other qualified plans without incurring an early withdrawal penalty. Note: You may still have to pay taxes on […]

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December 7, 2016  |  

How Can I Find My Old 401(k) Account?

Key Takeaways Don’t overlook 401(k)s from past jobs. The account value is probably still growing and the money is rightfully yours in retirement. You can roll over an old 401(k) into a personal IRA and often into your new employer’s 401(k) without penalties or tax consequence. The Labor Department and Pension Benefit Guaranty Corp. are […]

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