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 …
How to Use IRA Checkwriting in Retirement to Save on Taxes
For more than four decades, the individual retirement account (IRA) has been the go-to savings vehicle for retirement savers who are looking for a current tax deduction and tax-deferred earnings. …
3(38) and 3(21) Fiduciary Investment Advisor Services
If you’re a retirement plan sponsor and/or administrator, did you know that you can outsource several key responsibilities for managing your company’s benefits package for your employees? For example, you …
Succession Planning: 10 Things You Should Consider
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 to someone else. If you …
401k Plans Must Pass Nondiscrimination Testing
Under IRS regulations, 401k plans must pass certain nondiscrimination tests in order to avoid fees, required withdrawals, additional employer contributions, or the cancellation of a plan altogether. The purpose of …
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 …
