
Insights
Tag: 401K

January 6, 2025
New Gifting and Contribution Limit Changes For 2025
There’s one thing we can always count on at the start of each new year — new contributions and gifting limitations from the IRS. As you begin your planning for the year ahead, we’ve highlighted some of the key 2025 changes to be aware of for retirement accounts, health savings accounts, and gifting. Individual Retirement [...]

Contributions from: Jay Winston, CFP®, CAP®

October 21, 2024
Getting the Most from Your Amazon Benefits
Amazon provides generous company benefits that can help you build wealth, manage risk, and secure your future. It’s important to consider how to best integrate the additional compensation, retirement, and health benefits into your financial plan. Equity Awards Your grants of Amazon restricted stock units (RSUs) can help increase your cash flow or meet long-term [...]

Contributions from: Katie Berntson, CFP®

May 23, 2023
Weighing the Pros and Cons of Rolling Over Your 401k to an IRA
Rolling over a 401k to an IRA can be a wise decision, but it is important to weigh the pros and cons before doing so. While a 401k is a retirement plan sponsored by employers that allows employees to save and invest a portion of their paycheck on a tax-deferred basis, an IRA is a [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

May 23, 2022
Tax Planning Strategies During Market Declines
Market volatility can provide plenty of opportunities for portfolio rebalancing and this is especially true when markets enter “correction mode”. Market corrections are associated with price declines of 20% or more. As many of you know, we are actively monitoring investment portfolios for rebalancing opportunities to take advantage of market corrections. In addition to portfolio [...]

September 29, 2020
Evaluating/Negotiating a Job Offer
September 29, 2020 COVID-19 and the economic downturn have many out of work and looking for new positions. A job search can be competitive and confusing, especially if you haven’t looked for a job in a while. Companies in sectors that have been weathering the current economic storm well are still hiring, although the interview [...]

Contributions from: Vince Lee, CFP®, CPA
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