Tax Planning

What Does Tax Reform Mean for 401(k) Savers?

Kacy Reece

Kacy Reece

Blog Post

It’s been little over two months since President Donald Trump signed the Tax Cuts and Jobs Act of 2017 into law. The new regulations went into place January 2018, and you may have noticed a change in your paycheck as soon as February. Of course, your tax filing this April won’t change, as that will still be for the 2017 tax year. While the amount of media coverage focused on the new law was enough to cause a state of panic, in reality, the law won’t have much of an impact on 401(k)/403(b) savings. Here are the important changes you’ll want to be aware of for the 2018 tax year:

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5 Guaranteed Strategies to Stretch Your Tax Refund This Year

Kacy Reece

Kacy Reece

Blog Post

Have you received a tax refund this year? According to the Internal Revenue Service, more than 70% of taxpayers are expected to get a refund, so what are you planning to do with your windfall?  

Whether you’re receiving a large chunk of money or just a few dollars everyone has the option to save either a portion or all of it. By choosing to save you'll ensure your money is stretched to the fullest potential. Below are five guaranteed strategies to stretch your tax refund this year: 

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Roth Vs. Traditional: Which 401(k) is Right for You?

Planning for retirement can be confusing: Which investments do I pick? How much do I contribute (always enough to get the match if one is offered!)? What does asset allocation even mean? This process can be complex to navigate even when you just have one option: the traditional 401(k) plan, in most cases. But...your employer may even offer another option: The Roth 401(k). 

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