What are the 2024 401k Contribution Catch-Up Rules?
The 2024 401(k) catch-up contributions have not changed. However, other IRS updates may impact your retirement plan. EP Wealth can help you navigate these guidelines. Find an advisor near you.
401(k) Contribution Limits for Highly Compensated Employees in 2024
Learn about the 401k contribution limits for highly compensated employees (HCEs). Discover how HCEs are defined, the additional limits they face, and strategies to potentially maximize their retirement savings.
What is the Difference Between a Standard 401(k) and a Safe Harbor 401(k)?
The Safe Harbor 401(k) requires that employer contributions be fully vested. Learn more about the difference between traditional 401(k)s and Safe Harbor plans at EP Wealth.
How to Start a 401k for Your Small Business
Learn the essential steps to set up a 401(k) for your small business. From plan design to provider selection, discover how to create a retirement plan that may benefit your company and employees.
When to Start a 401(k) for Your Small Business
Learn the steps to setting up a 401(k) for your small business, from plan design to customization, and discover its benefits for your company and employees.
Discover what financial infidelity is, the signs to watch for, and how it can impact relationships. Learn strategies for preventing and recovering from this breach of trust.
When is Mediation a Good Solution for Divorce?
Mediation during divorce is one way to reach an agreement acceptable to both parties without litigation. Find out how to make the process more productive with tips from an EP Wealth advisor. Divorce financial planning services are available nationwide.
What is the Value of a Life Insurance Policy in a Divorce?
Life insurance can be one of the most valuable assets in divorce. EP Wealth advisor Kathy Costas explains the pros and cons of cashing out a policy when dividing assets. Find a divorce financial planner near you.
How Do Social Security Benefits Work For An Ex-Spouse?
If you are divorced, you may be entitled to receive a portion of your ex-spouse’s Social Security benefit. Learn how the system works and if you qualify from financial advisor Kathy Costas. Contact EP Wealth to learn more.
What is the Significance of a Date of Separation?
During divorce, your date of separation determines how assets and debts are divided. Learn more about how this date impacts divorce financial planning from an EP Wealth advisor. Advisors available nationwide.
No comments:
Post a Comment