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
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?
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
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
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…
September Retirement Plan Newsletter 2019
This month’s newsletter contains insights on index funds, student loan contribution programs, borrowing against your retirement plan, and more…
Family Office Millennial Educational Series: Financial Literacy Basics
This is the first session of our Family Office Millennial Educational Series – Financial Literacy Basics: The Beginner’s Guide. Nick Hall and Josh Jenkins of Lutz Financial cover savings plans…
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
This month’s newsletter includes insights on integrating your health savings into your retirement plan, Anthem settlements, information on HSA’s, and more…
July Retirement Plan Newsletter 2019
This month’s newsletter contains insights on how to stay on top of your responsibilities and liabilities this summer and more…
Being Mindful of the Social Security Tax Torpedo & Medicare Surcharges
Social Security and Medicare are programs often at the forefront of retirees’ minds. The claiming strategies and rules can be very confusing for the average person. To complicate matters, timing decisions on…
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…
Socially Responsible and Environmentally Sustainable Portfolios
An increasing number of investors are looking for ways to align investment decisions with their own values and philosophies. As a citizen, you can express your political preferences around sustainability and other social…
June Retirement Plan Newsletter 2019
This month’s retirement plan newsletter contains insights on the evolving workscape, millennials saving for retirement, and more…
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