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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

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

What is a cash balance plan? A cash balance plan is a type of retirement plan commonly referred to as a hybrid plan since it is a defined benefit plan (i.e., pension) that looks and operates like a defined contribution... Read More

When the stock market becomes volatile, it pays to have an investment plan and stick with it. It can be tempting to try to sell investments to avoid downturns, but it is hard to time it right. Investors who sell and... Read More

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

Healthcare is an integral piece of life. However, accessing proper health services can be costly. For this reason, it is necessary to find an effective way to manage your health expenses as part of your overall financial plan.   While... Read More

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