New IRS Indexed Limits for 2020

New IRS Indexed Limits for 2020

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)…

November Retirement Plan Newsletter 2019

November Retirement Plan Newsletter 2019

This month’s retirement plan newsletter contains insights on IRS tips for plan sponsors, reasons to outsource fiduciary services, financial wellness programs, and more…

Are We Headed for a Recession?

Are We Headed for a Recession?

Each morning I craft a Market Update email that I share with our advisors. This email provides commentary on what is happening in the markets and the economy. It includes data related to asset class…

October Retirement Plan Newsletter 2019

October Retirement Plan Newsletter 2019

This month’s newsletter contains insights on fiduciary services, auto-enrollment into retirement plans, ways to increase employee retirement contribution participation, and more…

Am I Ready to Retire? Finding Your Sweet Spot

Am I Ready to Retire? Finding Your Sweet Spot

If you could trade places with Warren Buffett, would you do it? While you would immediately be worth billions of dollars, you would also be 88 years-old. Perhaps you would consider trading place…

Is Value Investing Dead?

Is Value Investing Dead?

Value investing has been around for nearly a century, developing a devout group of followers over time. Some of the world’s most prominent investors employ a variation of the strategy, including Omaha’s…

August Retirement Plan Newsletter 2019

August Retirement Plan Newsletter 2019

This month’s newsletter includes insights on integrating your health savings into your retirement plan, Anthem settlements, information on HSA’s, and more…

Lutz Financial adds Joe Carlson

Lutz Financial adds Joe Carlson

Lutz, a Nebraska-based business solutions firm, welcomes Joe Carlson to its Omaha office’s financial division. Joe joins Lutz Financial as a Financial Planner. He is responsible for assisting Lutz Financials’ advisers…

May Retirement Plan Newsletter

May Retirement Plan Newsletter

This month’s newsletter contains insights on ways to increase employee retirement contributions, investment options, reasons to roll into your employer’s plan vs. an IRA, and more…

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P: 402.827.2300 | F: 402.827.2319 | E: contact@lutzfinancial.com | 13616 California Street | Suite 200 | Omaha, NE 68154

All content © 2017 Lutz Financial  | Important Disclosure Information |  Privacy Policy