BFG News & Notes
November 5, 2018 - Retirement Plan Contribution Limits for 2019
This week, the IRS announced all of the retirement plan contribution limits for 2019. For those of you who maximize your retirement savings through an employer-sponsored plan, you’ll need to verify with your H.R. department that you want to increase your contributions as of January 1, 2019. For those of you funding IRA, Roth IRA, or SEP-IRA accounts managed by BFG, we’ll be assisting with this process and reminders, as always.
October 30, 2018 - Board Meeting Highlights
The advisory board members got a peek at our new company name, logo, and branding, and we’re very happy to report that the board unanimously approved our new design. The formal unveiling will take place during our open house anniversary event on December 13th, and you will all be receiving formal invitations and details soon. It’s going to be a really fun and memorable event!
July 31, 2018 - Today we focus on the hot potato that is estate tax!
As a part of the tax reform on January 1, 2018, the federal government raised the estate tax exemption to $11,180,000 per person ($22,360,000 per married couple), effectively eliminating estate taxation as a concern for the vast majority of American households.