Is the Traditional Bypass Trust Outdated?

Many early-retirement Boomers feel comfortable that their estate plan is in order, having put their estate plan in place when they had younger children. With adult children and the increase in the estate and gift tax exemption amounts…

March Retirement Plan Newsletter

This month’s newsletter contains insights on relief guidance for victims of California wildfires, visualizing retirement, conducting an RFP, and more…

Why Investors Should Own International Stocks

There is a tendency for investors to focus their attention and investment dollars on assets located within the United States. This tendency is well documented and is referred to as Home Country Bias. People are generally more…

February Retirement Plan Newsletter

This months newsletter contains insights on repaying student loans, investment education for employees, risks of filing late, and more…

Lutz Financial adds Austin Wells

Lutz, a Nebraska-based business solutions firm, welcomes Austin Wells to the Omaha office. Austin joins Lutz’s financial division as a Retirement Plan Consultant and Investment Advisor, and brings over four years of experience…

Will I Outlive My Assets?

Running out of money is often cited as the biggest fear of retirees. Most investment and financial advice has traditionally been focused on the accumulation phase (growing assets before retirement). But, with the elimination…

January Retirement Plan Newsletter

This month’s newsletter contains insights on records and their expiration dates, easy steps to keep your plan assets safe, hardship suspensions, and more…

Lutz Financial adds Mathison

Lutz, a Nebraska-based business solutions firm, welcomes Pam Mathison to the Financial division in the Omaha office. Pam joins the Lutz Financial team as a Client Service Associate. She is responsible for working closely with clients…

3 Things All Investors Should Know

Market sentiment has been as volatile as stock prices in 2018 and there is an abundance of storylines impacting each. Investors spend a significant amount of time fretting over things like trade tensions, interest rates and inflation…

December Retirement Plan Newsletter

This months newsletter contains insights on exchanging old retirement solutions for new ones, budgeting tips for the holiday season, and more…

Norby Joins Lutz Financial

Lutz, a Nebraska-based business solutions firm, welcomes Bailey Norby to the Lutz Financial division in the Omaha office. Bailey joins the team as a Client Service Associate. She is responsible for the preparation and filing of client data…

Qualified Charitable Donations: Using IRAs as a Charitable Piggy Bank for Investors

Qualified Charitable Distributions, or QCDs, are a tax provision allowing people age 70 ½ or older to designate funds from pre-tax IRAs to be sent directly to a charity(s). Initially, QCDs were a temporary provision in the tax code as part…

November Retirement Plan Newsletter

This months newsletter includes insights on how and when to pay plan expenses with plan assets, mistakes that can turn your retirement plans from an attractive benefit into a liability, and more…

Lutz Financial Adds Josh Jenkins

Lutz, a Nebraska-based business solutions firm, welcomes Josh Jenkins to the Lutz Financial division. Josh joins the firm as a Senior Portfolio Manager & Head of Research…

Lutz Financial: Market Update

After recently hitting an all-time high, the U.S. stock market has experienced a return to volatility. While it’s perfectly natural to be uncomfortable watching the prices trend lower the way they have, it’s important to remember gyrations in a given…

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