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Is Your 457 Plan Leaving Money On the Table?

By |2019-01-10T11:44:57-05:00March 20th, 2018|Investment Management, Retirement, The Blog @JGUA|

Andrew Baron, CFP® Associate Advisor 457 plans, one of the lesser known retirement savings plans are a special kind of plan for non-profit organizations. The sponsor of the plan must be an employer that is either a state or local government entity or a qualifying 501(c)(3) organization. Federal employees are not covered under these plans [...]

Do you qualify to utilize a QCD?

By |2019-01-10T11:45:18-05:00March 8th, 2018|Charitable Giving, Investment Management, Retirement, The Blog @JGUA|

If you do, reviewing your QCD strategy this Tax Season should be a priority... Kathryn W. Gerwig, CFP® Senior Advisor As you complete your 2017 income tax returns, keep in mind some tax provisions that will possibly be more important for 2018 and future years’ tax planning.  In 2015, the Protecting Americans from Tax Hikes Act [...]

Are You Prepared for a Disaster?

By |2019-01-25T10:29:53-05:00December 12th, 2017|Investment Management, Retirement, Starting Out, The Blog @JGUA|

Are You Prepared for a Disaster? Nora Smith, Information Services Manager This Holiday season, so many of us are watching the news helplessly as the fires rage in California and thousands have been forced to leave their homes. The ongoing natural disaster in the West comes on the heels of a horrific Hurricane season that [...]

IRS Contribution Limit Changes for 2018

By |2019-01-10T11:48:02-05:00November 17th, 2017|Retirement, The Blog @JGUA|

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 [...]

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