Planning for your future and beyond. For most, creating an estate strategy is important to make sure your loved ones are taken care of after you’re gone. But it may be just as important to have an estate strategy for your business. Whether you’re a sole proprietor who...
All about company updates
Changes for 2020 The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes. *Next year, you can put up to $6,000 in any type of IRA. The limit is $7,000 if you...
How the Federal Tax Cuts and Jobs Act Can Help Solve the Public Pensions Problem
The 5th Circuit Court of Appeals ruled on March 15 that the Department of Labor overstepped its bounds in creating the so-called fiduciary rule, parts of which went into effect last year.
The Fiduciary Rule from the DOL, which was halted by the Courts, would have put more responsibilities on the financial industry.
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