New 401(k) and IRA Contribution Limits Ahead for 2019! Wouldn’t you like to put an extra $500 aside in your 401(k) or IRA? Well in 2019 you can do just that thanks to the IRS annual cost of living increase. That means participants can contribute a total of $19,000 pre-tax in 2019 to a 401(k),...
Benefits of a Socially Responsible Portfolio Sustainable investment products, aim to both deliver robust returns and remedy social and environmental ills. Sustainable investing is one of the fastest-growing segments in finance with the sector almost doubling in size from $14 trillion in 2012 to $22 trillion in 2016. What has caused the spike in interest...
Top 10 Tips to Enhance the Investment Experience “Buy low and sell high” is not exactly a relevant formula for success in today’s investment environment. There are better investment strategies out there in the new millennium that will make your money work whether you choose impact investing, dividend investing, tax efficient investing, value investing or...
Charitable Giving Strategies and Solutions Think Tax Reform is likely to discourage charitable giving? Not at all. The Tax Cuts and Jobs Act may have lowered individual income tax rates, reduced the value of tax deductions, and doubled the estate tax exemption to $22 million for couples, but it will not impact all tax-motivated bequests....
August is “Back to School” Time – Here Are the New ABCs of 529 Plans Most parents will jump for joy to hear that Section 529 Plans can now be used for private elementary and high school tuition in addition to paying for college. What’s Different? In the past, parents often used tax-favored Section 529...
