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Most employees are aware they can contribute to their employer’s retirement plan through pre-tax and Roth contributions. Employees can contribute up to $18,500 a year ($24,500 if age 50 or older) from their paychecks. What people are less aware of is whether their...read more
By now, you’ve learned that up to 143 million people in the United States have had their private information stolen through a data breach at Equifax, a national credit reporting agency. What is new and most concerning about this breach is that Equifax is one of the...read more
As Wealth Advisors, we provide advice on all aspects of your financial situation, and work with a network of carefully selected professionals in taxes, estate planning and insurance to devise appropriate solutions that will help you achieve your goals. This article is...read more
Form 1099-R is issued around tax time to report distributions you took during the previous year from a retirement account. Among other things, this form tells you and the IRS how much was withdrawn in total, how much of the distribution was taxable and whether there...read more