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 …
401(k) Contribution Limits for 2020 | Retirement Account Contributions
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 …
Glass Jacobson Renews CEFEX Certification
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 …
Investing in Qualified Opportunity Zones (QOZ) Can Reduce Capital Gains Taxes
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 …
2018 Year-End Market Update [December 31, 2018]
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 …
Glass Jacobson | Top 150 CPA Firms by Assets Under Management
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 …