When you look at your retirement plan statement and it's down 30% or more from a couple months ago, it's hard to believe there might be a silver lining there somewhere. While the market downturn has created a tremendous amount of anxiety and it's caused a significant change in plans for some who … [Read more...]
2009 contribution limits announced
On October 16, 2008, the IRS issued news release IR-2008-118 announcing cost-of-living adjustments to dollar limitations for pension plans. Items addressed for 2009 include: Elective deferrals * The annual elective deferral limit for 401(k) plans, 403(b) plans, 457(b) plans, SAR-SEPs, and the … [Read more...]
Free Seminar — Are You Saving Enough for Retirement?
Where: Keller Public Library (640 Johnson Rd., Keller, TX) When: Monday, December 1, 2008, 6:30 to 8:00 p.m. Limited Space. Reservations Recommended. Call (817) 743-4840 to reserve your seat. Take a realistic look at your progress toward a secure retirement. Get the tools to build a solid … [Read more...]
Ask the Planner at The Dallas Morning News
October 6 - 12 was National Financial Planning Week. In recognition of this week, Pamela Yip at The Dallas Morning News hosted an "Ask the Financial Planner" session through call-in and chat on Sunday, October 6. I participated in the chat session, and we answered questions on annuities, … [Read more...]