by KNSS | Nov 28, 2017 | 2017 Year End Newsletter, retirement
These days, most 401k and 403b plans give their participants the option of contributing to the “traditional” version or the “Roth” version. With the traditional version,?the amount you contribute reduces your taxable income in the current year,...
by KNSS | Nov 15, 2017 | IRS, retirement, Uncategorized
Contributing to a retirement plan is one of the best tax shelters available to you during your working years.? Recently, the IRS announced that some of the retirement savings limits will increase for 2018. Employer Sponsored Plans Most working professionals have...
by KNSS | Oct 14, 2015 | retirement
Ever wonder how much money you need to retire?? Experts suggest that for each?$1k?of money to spend each month during retirement, you need to have?$150k?in financial assets. So to generate?$10k?per month (or $120k per year), you?ll need?$1.5 million?saved up. That?s a...
by KNSS | Oct 14, 2015 | retirement, Uncategorized
Presented by Matthew Metraw, Axial Financial Group One bad day doesn?t make a bear market. Two bad days, however, and the prospect of more to come, may well signal one. Bear market is a scary term, and the past several days have certainly given investors cause for...
by KNSS | Dec 3, 2014 | retirement, Uncategorized
We?re pleased to announce that Schwartz & Schwartz is now offering clients wealth management services through our new alliance with Axial Financial Group, LLC. The alliance of Axial Financial Group, LLC and Schwartz & Schwartz, PC brings together two...
by KNSS | Dec 3, 2014 | retirement
Contributing to a retirement plan is one of the best tax shelters available to you during your working years.? Recently, the IRS announced that many of the retirement savings limits will increase for 2015. Most working professionals have access to a 401(k) plan or a...
