backdoor roth conversion

Don’t “Knock” the Backdoor Roth Conversion Solution

Michael K. Creamer, CPA, CFP®, CDFA, ADPA Tax Planning For Individuals, Personal Finance, Investing Leave a Comment

Roth IRAs are becoming increasingly popular savings vehicles as investors realize their utility in securing long-term financial goals as well as their availability to fund shorter-term financial goals, such as …

contribution limits 2020

401(k) Contribution Limits for 2020 | Retirement Account Contributions

Richard Osikowicz, AIF® 401k, Personal Finance, Investing, Retirement Plans, Tax Planning For Individuals Leave a Comment

The Internal Revenue Service has updated retirement plan contribution limits for 2020 to benefit taxpayers across the board. The new guidelines affect not just 401(k)s but several other account types …

CEFEX Renewal

Glass Jacobson Renews CEFEX Certification

Glass Jacobson Wealth Advisors Glass Jacobson News, Investing, Retirement Plans Leave a Comment

Glass Jacobson has renewed its investment advisor certification with the Centre for Fiduciary Excellence, CEFEX, for another year. An Fi360 company, CEFEX certifies investment advisory firms that meet verified standards …

Trusts

Investing in Qualified Opportunity Zones (QOZ) Can Reduce Capital Gains Taxes

Steven G. Albert, CPA, MST Investing, Tax Planning For Individuals Leave a Comment

In 2017, Congress established the Qualified Opportunity Zone (QOZ) program as part of the Tax Cuts and Jobs Act. The purpose of the new program is to improve the economies …

stock market

2018 Year-End Market Update [December 31, 2018]

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Economic Update, Personal Finance, Investing Leave a Comment

This past December has delivered an emotional news cycle where financial and political events collided to create one of the worst performing stock markets for the month on record, and …

top cpa firm

Glass Jacobson | Top 150 CPA Firms by Assets Under Management

Michael W. Cohen, CPA, CGMA Investing, Glass Jacobson News Leave a Comment

We are excited that Glass Jacobson Financial Group is listed in Accounting Today’s 2018 list of top CPA RIA firms by regulatory assets under management. You can download the full …