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
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
When building one’s financial and estate plan, there are many instances where the creation of a trust or trusts is desirable. Trusts can be useful to manage and protect assets, ensure assets are distributed according to one’s wishes, avoid the... Read More
In order to log in to your companies 401(k) account please do the following: Go to www.chdean.com In the upper right hand corner of the website click on Client Log-In Click Retirement Plans, this will take you a new page Click Participant... Read More
July 26, 2019 OVERLAND PARK, Kan. (BUSINESS WIRE) Dean Capital Management, LLC (DCM) announces the hiring of Jason Solomon as an investment analyst. “We have been very patient and selective about who we hire at DCM, and we are confident... Read More
The DCM Mid Cap Value strategy from Dean Capital Management, LLC (“DCM”), an affiliate of C.H. Dean, LLC, has been awarded a Manager of the Decade Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running... 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