retirement

You may be able to save more for retirement in 2019

June 4, 2019

Retirement plan contribution limits are indexed for inflation, and many have gone up for 2019, giving you opportunities to increase your retirement savings: Elective deferrals to 401(k), 403(b), 457(b)(2) and 457(c)(1) plans: $19,000 (up from $18,500) Contributions to defined contribution plans: $56,000 (up from $55,000) Contributions to SIMPLEs: $13,000 (up from $12,500) Contributions to IRAs: …

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Catch-up retirement plan contributions can be particularly advantageous post-TCJA

June 4, 2019

Will you be age 50 or older on December 31? Are you still working? Are you already contributing to your 401(k) plan or Savings Incentive Match Plan for Employees (SIMPLE) up to the regular annual limit? Then you may want to make “catch-up” contributions by the end of the year. Increasing your retirement plan contributions …

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Is your retirement plan successful?

June 4, 2019

Which criteria tell the real story If you gave your retirement plan a report card, what would it look like? Does it do the job of preparing your participants for retirement? And how do you benchmark your plan’s performance? Let’s take a closer look. Defining criteria First, a quick reality check: What criteria do you …

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Retiring abroad? Review your estate plan before making the move

March 21, 2019

If you dream of spending your golden years in a tropical paradise, a culture-rich European city or another foreign locale, it’s important to understand the potential tax and estate planning implications. If you don’t, you could be hit with some unpleasant surprises. Avoiding the pitfalls If you’re a citizen of the United States, U.S. taxes …

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