Each year the Internal Revenue Service (IRS) evaluates its limitations for employer-sponsored retirement plans (401(k), 403(b), 457, TSP, etc.), individual retirement accounts (IRA), Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), dependent care accounts, and payroll taxes for Social Security,... Read More
The term “diversification” is often heard but not always fully understood. Proper diversification of investments can help investors minimize risk and volatility in their portfolio, while maximizing returns. Diversification is more than avoiding too many eggs in one basket. Rather,... Read More
U.S. citizens currently hold more than $12 trillion in individual retirement accounts (IRAs). A large portion of that IRA money will be spent by account holders during their retirement, but a sizable portion will be inherited by beneficiaries in the... Read More
When it comes time to invest in the stock market, it pays to have an investment plan and stick with it. It can be tempting to try to time investments in the market to avoid downturns, but it is hard to... Read More
Choosing a retirement plan can be quite the undertaking due to the significant impact it can have on the quality of life you will live during retirement. Today, Roth retirement options are becoming more popular among professionals such as medical... Read More
With the 2018 increase in federal estate tax limits, protecting one’s estate from taxes has become less important for many. Effective January 1, 2018, individuals can leave just over $11 million to heirs and pay no federal estate or gift tax. A married... Read More
Contrary to what you might think, financial independence isn’t just the result of enjoying a high income over the course of your career. It’s earned through two patterns of behavior: Making consistently good financial choices throughout your lifetime, and Maximizing... Read More
As a firm who takes pride in its disciplined approach to investing, we place a high importance on establishing an effective asset allocation that is designed to enable clients to live the life they envision. Asset allocation means establishing an... Read More
For immediate release: Overland Park, KS – Investor’s Business Daily (“IBD”) has named the Dean Small Cap Value Mutual Fund (DASCX) to its annual list of best mutual funds for 2017. The list recognizes funds in the U.S. Diversified Equity... Read More
Dean Investments has been chosen again by CNBC as one of 2015’s Top 100 Fee-Only Wealth Managers in the country. Rankings were based on management, average account size, client segmentation and growth of assets. Scores for each measure listed below... Read More