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Great Time for GRATs: Transfer wealth with minimal gift tax or estate tax

To transfer wealth with minimal gift or estate tax consequences is a goal many of our clients have as part of their financial plan. Based on the current low interest rate environment, you may be [...]

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Answering the Question: How to Protect My Savings in an Uncertain World

Whether economics, global news, or market changes: it seems like there’s always something to be concerned about. How can I protect my savings and my future? As a wealth management firm in [...]

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401(k) Plan Tax Credit Summary

Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary and necessary costs of starting a SEP, SIMPLE IRA or qualified plan (like a 401(k) plan.) A [...]

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ERISA Definitions and Financial Designations for Plan Sponsors

Plan sponsors and retirement plan committees are likely to encounter a myriad of industry-related naming devices and designations. It is important that they understand what each means in terms of [...]

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5 Tactics to Increase Retirement Plan Participation

Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their first time around or they might not fully understand and appreciate the benefits [...]