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contribution limits 2020

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

Richard Osikowicz, AIF® December 13, 2019 401k, Investing, Personal Finance, 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 …

Read More
IRA checkwriting

How to Use IRA Checkwriting in Retirement to Save on Taxes

Steven G. Albert, CPA, MST November 11, 2019 Retirement Plans, Tax Planning For Individuals 1 Comment

3(38) and 3(21) investment advisors

3(38) and 3(21) Fiduciary Investment Advisor Services

Byron T. Deese September 19, 2019 401k, Business Management, Retirement Plans Leave a Comment

succession planning

Succession Planning: 10 Things You Should Consider

Glass Jacobson Financial Group July 29, 2019 Business Management, Retirement Plans Leave a Comment

Let’s face it: you’re not going to work forever. At some point, you’re going to want (or need) to pass the reins of your business …

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401k nondiscrimination testing

401k Plans Must Pass Nondiscrimination Testing

Richard Osikowicz, AIF® May 8, 2019 Retirement Plans, 401k, Business Management Leave a Comment

CEFEX Renewal

Glass Jacobson Renews CEFEX Certification

Glass Jacobson Financial Group April 12, 2019 Glass Jacobson News, Investing, Retirement Plans Leave a Comment

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Unlike other full-service accounting firms, Glass Jacobson offers a proactive, integrated approach to financial services. Our integrated services include tax preparation & planning, accounting & audit, strategic business consulting, divorce & litigation support, financial advisor services, financial planning, and 401k services. Bringing these services together under one roof allows you and our advisors to see the big picture as you make decisions for your business and life. The result is a cohesive approach to your finances and your future. We serve the Baltimore-Washington greater DC metro area, and have clients across the US and worldwide.
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