On October 27, 2016, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017. Here are the highlights.
Entrusting someone with your savings and investments is never an easy thing. This is why it is critical that you do your due diligence when selecting a financial advisor or financial planner and that you feel comfortable with not just … Read More
We understand that life is not static and that each stage of your life requires special consideration. This is the reason why we begin every engagement with a financial plan. We help you plan for the future based on your … Read More
by Arne R. Themmen- May 2014 Individual retirement accounts (IRA’s) represent an accumulation of pretax funds. They can be funded from a 401–K or other qualified plan or from individual contributions through the years, but no tax is paid on … Read More