401(k) or IRA: Which Vehicle Makes Sense (for you).

Key Points to Consider. What’ll it be: a 401(k) or an IRA? Given the choice between putting money in an employer-sponsored retirement account such as a 401(k) or a self-directed savings vehicle like a Roth or traditional IRA, the ideal answer is “all of the above.”  But until (or even if) maxing-out both is an [...]

By | 2017-11-22T12:22:26+00:00 November 21st, 2017|Family, Financial Planning, Investment Management, Starting Out|

IRS Contribution Limit Changes for 2018

What do these changes mean for you and your retirement savings plan? Lynda Tull, Associate Advisor The IRS has announced new contribution limits for retirement savings accounts which include 401K, 403B, and most 456 plans. Changes to income limits for IRA contribution deductibility and new contribution limits for Health Savings Accounts (HSAs) have also been [...]

By | 2017-11-21T14:32:48+00:00 November 17th, 2017|Family, Financial Planning, Retirement, Tax Planning & Preparation|