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…
Lutz Financial Promotes Briganti to Manager
Lutz, a Nebraska-based business solutions firm, has promoted Jaime Briganti to Manager. Jaime has been in the financial services industry for more…
October Retirement Plan Newsletter
October’s 401k Retirement Plan Newsletter includes insights on cash equivalent funds, Form 5500 red flags, employer matching, and more!…
September Retirement Plan Newsletter
September’s 401k Retirement Plan Newsletter includes insights on retirement plan analytics, how health modification can help increase your retirement dollars, average annual out-of-pocket healthcare costs, and more.
August Retirement Plan Newsletter
August’s 401k retirement plan newsletter includes insights on collective investment trusts, including health care in your retirement plan strategy, updates on the fiduciary rule, and more!
July Retirement Plan Newsletter
July’s 401k retirement plan newsletter includes insights on exchanging your old retirement solutions for new ones, tips for preventing uncashed retirement checks, and more!..
June Retirement Plan Newsletter
June’s 401k retirement plan newsletter includes insights on what you should do to prepare for an IRS audit, how to save early to reach your retirement goals, and more!
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