Financial Planning & Wealth Management

401(k) Plan Changes You Need to Know About

401k Changes

Two tax law changes that may affect your business's 401(k) plan. When you think about recent tax law changes and your business, you’re probably thinking about the new 20% pass-through deduction for qualified business income or the enhancements to depreciation-related breaks. Or you may be contemplating the reduction or elimination...

Can a Simplified Employee Pension Provide a Tax Savings in 2017?

Simplified Employee Pension

Small Business Owners: A SEP may give you one last 2017 tax and retirement saving opportunity Are you a high-income small-business owner who doesn’t currently have a tax-advantaged retirement plan set up for yourself? A Simplified Employee Pension (SEP) may be just what you need, and now may be a...

Financial Fitness: Money Management for Millennials

Financial Fitness: Money Management for Millennials

Looking to get your finances in order in the New Year? Take part in Financial Fitness: Money Management for Millennials, a series of workshops that will help you gain the skills you need to set and manage a budget, start investing, and learn how to finance that next...

SKWealth Podcast – Interview With Kathleen McQuiggan

Podcast Interview With Kathleen McQuiggan

SKWealth Podcast - Episode 2 We are please to share SKWealth's second podcast by Director of Investments, Matthew Neyland, CFA, CAIA. In this episode, they interview Kathleen McQuiggan, a longtime advocate for advancing women in leadership and women and wealth initiatives, and give an update on the financial markets...

New SKWealth Podcast

SKWealth Podcast

Our affiliate, SKWealth, is pleased to share their first podcast by Director of Investments, Matthew Neyland, CFA, CAIA. New podcast topics will be shared each month and will be available through a number of listening service options, including: Stitcher  iTunes

IRS Announces New Relief for Late Rollovers

The IRS has released new guidance to help taxpayers avoid taxes and penalties for late rollovers of distributions from employer-sponsored retirement plans and individual retirement accounts (IRAs). Ordinarily, such rollovers must be completed within 60 days to be considered valid. The new guidance establishes a process for taxpayers who miss...

SEP and SIMPLE IRA Plans –

Avoiding Common Errors The IRS recently identified a number of common errors seen in two of the most popular retirement plans used by small businesses — the SEP plan and the SIMPLE IRA plan. General Rules for SEPs With a SEP (Simplified Employee Pension) plan, employers establish individual retirement accounts...

Not All Bequests Are Created Equal

The National Philanthropic Trust estimates that upwards of $27.4 trillion in charitable bequests will be made in the U.S. through 2052. In fact, interest in planned giving has grown in the wake of the Great Recession. Donors have found that committing future gifts from their estate allows them to support...