Outline of the Tax Cuts and Jobs Act (TCJA)

January 29, 2018

Consider this post as “Tax Reform for Beginners”.  Following is a basic outline of the more significant changes included in the TCJA, effecting both individuals and businesses.  We are most happy to answer any questions you may have after reviewing...

Unable to Locate Plan Participants

December 07, 2017

Are you able to locate all of the participants in your retirement plan? Are any of those over 70½? If so, those employees are required to take a minimum distribution out of their retirement plans each year. According to a recent memo from the IRS, a...

2018 Retirement Plan Limits

December 07, 2017

The IRS recently announced the retirement plan limits for 2018.  And while much has stayed the same, there are a couple notable changes.

401k, 403b and 457 Plans

For the first time in three years the contribution limit...