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529 Plan State Tax Traps

January 10, 2019 529 Plan State Tax Traps! By Paul Miloe, CRPS® In 2017, Congress passed the Tax Cuts and Jobs Act (H.R.1), and it was signed into law in December of that year.  As part of this package, changes were made regarding qualified distributions from 529 College Savings Plans.  Under the new law, up to $10K [...]

January 10th, 2019|

Medicare Changes in 2019

January 9, 2019 Medicare Changes in 2019 By Sylvia Salguero, Financial Advisor Since the enactment of the Medicare Modernization Act in 2003, high income individuals have been subjected to IRMAA, which stands for income related monthly adjustment amount. (In the vernacular this is referred to as means-testing.)  Medicare beneficiaries whose income exceeds $85,000 for individuals and [...]

January 10th, 2019|

What to Do When You Have a Baby

January 2, 2019 What to Do When You Have a Baby By Clete Albitz, CFP® My wife and I recently welcomed our second child into our family. Cora is a sweet and easy-going baby. I’ve heard they grow fast and seeing it first hand it is true. Another child has been a time of reflection about family, [...]

December 24th, 2018|

2019 Retirement Plan Limit Changes

December 13, 2018 2019 Retirement Plan Limit Changes By Paul Miloe, CRPS®  The IRS has increased the amounts available for contributions to several retirement plans.  If you seek to maximize your contributions, be sure to review the updated limits below.  For full details, search on IRS Notice 2018-83. $56,000 - Defined Contribution Plan Limit.  Common plans [...]

December 13th, 2018|
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