LBA & CEA Agreement

/
Effective Nov. 1st, 2019, I ended my agreement with the LBA &…

2020 Contribution Limits for Retirement Plans

The IRS has issued the 2020 contribution limits for retirement…

Now Available: The Road to FDNY Retirement (2019 Edition)

The Road to FDNY Retirement (2019 Edition) is an updated…

NYCPPF & DROs

/
It looks like the New York City Police Pension Fund (NYCPPF)…

News Articles: NYC Pension Funds

/
10/11/2019 Chief Investment Officer: 600-Plus Companies Adopt…

2020 Social Security COLA & Wage Base Increase

The Social Security 2020 COLA was recently published, 1.6%. …

Will Taxes Be Lower In The Future? Doubtful

/
Check out the real time US Debt Clock and NYS Debt Clock.  NYS…

2020 Projected Federal Tax Brackets

Bloomberg Tax & Accounting recently published projected 2020…

NYC Deferred Comp "Blackout Period"

/
As a result of a recordkeeper change, the NYC Deferred Comp will…

Taxes are on Sale! Part 3: Retirement Plan Withdrawal

Easy to understand example of a retirement plan distribution…