Client Notice: 2022 Tax Document Delivery

Client Notice: 2022 Tax Document Delivery

Friendly Reminder: Online Safety During Tax Season March 24, 2023 We hope that this post finds our readers and their families well, and are excited as we are about the onset of spring. With the spring season also being tax season, we wanted to share a brief reminder...
SECURE 2.0 and Retirement Planning Updates

SECURE 2.0 and Retirement Planning Updates

SECURE 2.0 and Retirement Planning Updates January 9, 2023. By Olga Okaty: President Biden recently signed into law the SECURE 2.0 spending bill, which includes many new provisions affecting retirement plans. With the bill covering a broad array of planning topics, we...
Increased Retirement Plan Contribution Limits for 2023

Increased Retirement Plan Contribution Limits for 2023

Retirement Saving on Your List of Resolutions? Good News for 2023.  December 30, 2022: The season of resolutions is upon us. For investors with the goal of boosting retirement account balances on their list, the IRS’s announcement on October 21, 2022 brings good news....
IRS Announces 2023 401(k) and IRA Limit Increases

IRS Announces 2023 401(k) and IRA Limit Increases

IRS Announces 2023 401(k) and IRA Limit Increases November 15, 2022:  When enrolling participating in employer sponsored retirement plans and individual retirement accounts, it is important to consider how the annual contribution limits set by the IRS are calculated....
Year End Planning and Tax Loss Harvesting

Year End Planning and Tax Loss Harvesting

Year End Planning and Tax Loss Harvesting November 2, 2022. By Anthony Norris:  While no one wants to see red on their investment statements, and the markets have certainly provided plenty of the unfavorable hue in 2022, the ownership of down holdings can also provide...
Olga Okaty Presenting on Medicare for USA500 Group

Olga Okaty Presenting on Medicare for USA500 Group

Olga Okaty Presenting On Medicare On November 1, 2022   September 30, 2022: We are excited to share the information for the USA500 Club’s November Carpe Diem Class – The A, B, C’s and D’s of Medicare with Lori Howell & Olga Okaty. This virtual event...