Category Archives: Uncategorized

The IRS and Social Security released new limits recently.  After 3 years of no changes due to low inflation, some of the numbers changed; e.g. the maximum contribution to a defined contribution plan went from $49,000 to $50,000 and the … Continue reading →

We’re often asked if Roth contributions and conversions are a good idea. The answer, of course, is “it depends.” There are so many factors and unique circumstances that this can be good, great, neutral, bad or terrible! Generally speaking, and … Continue reading →