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NEW IRS INDEXED LIMITS FOR 2020

WASHINGTON — The Internal Revenue Service today announced that employees in 401(k) plans will be able to contribute up to $19,500 next year. The IRS announced this and other changes in Notice 2019-59 (PDF), posted today on IRS.gov. This guidance provides cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items […]

December 4, 2019

Five Ways to Get Your Financial House in Order in 2020

As the end of the year draws near, many families think they have a sound “financial plan” because they own investments or have established a saving strategy for retirement. This is a good start but it’s incomplete. There are many components to ensuring your financial future and getting your “house in order” is the first […]

December 4, 2019

Update from McMill Wealth Regarding TD Ameritrade

It was confirmed that Charles Schwab and TD Ameritrade are combining (11/25/19).  This has no bearing on our firm and we will still manage the accounts in the same manner we previously have.  We have had a relationship with both firms for a long period of time and will evaluate possible changes to make sure […]

December 4, 2019