succession planning

Succession Planning: 10 Things You Should Consider

Glass Jacobson Wealth Advisors 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 to someone else. If you …

401k nondiscrimination testing

401k Plans Must Pass Nondiscrimination Testing

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

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 …

CEFEX Renewal

Glass Jacobson Renews CEFEX Certification

Glass Jacobson Wealth Advisors Retirement Plans, Investing, Glass Jacobson News 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 …

401k limit changes

Retirement Plans Have New Contribution Limits for 2019

Byron T. Deese Tax Planning For Individuals, Retirement Plans, 401k Leave a Comment

The IRS has announced new contribution limits for retirement accounts, effective this year. Before you make any 2019 contributions to an IRA, 401(k), or another tax-advantaged account, be sure to go …

Compound Interest

Compound Interest: The Proven Investment Strategy [VIDEO]

Glass Jacobson Wealth Advisors 401k, Retirement Plans, Investing, Personal Finance Leave a Comment

This video on compound interest was taken from our course: “The Step-by-step Guide to Your 401k Plan.” We hope it’s helpful! *Return information sourced from vanguard.com. The estimated returns of …

Retirement Plan

Why Your Small Business Should Have a Retirement Plan

Glass Jacobson Wealth Advisors Tax Planning For Businesses, Business Management, 401k, Retirement Plans, Personal Finance Leave a Comment

Offering a retirement plan provides many different benefits for you and your business. In the next few blog posts, we will take a look at different types of retirement plans, …