Understanding SMAs & CITs

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Have you ever wondered why there are no ticker symbols for the…

NYC Deferred Comp From Bad to Worse

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It has been three months since the NYC Deferred Compensation…

Tax Planning: In-Service Distributions from NYC Deferred Comp

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As a result of the recent passage of the SECURE Act, a couple…

SECURE Act Changes

On December 20th, 2019 President Trump signed the Further Consolidated…

Thomann Tax Retirement Plan Contribution Table-2020

Thomann Tax Retirement Plan Contribution Table-2020 Participating…

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…

NYC Deferred Comp "Blackout Period"

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

"There is no cheaper place to put it"

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During the September 4th 2019 NYC Deferred Comp Board meeting…

Who Is Managing Your Retirement Money?

You.  In most cases, NYC employees/retirees do not hire an investment…