NYC Deferred Comp "Advice"

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NYC Deferred Comp participants should get a second opinion regarding…

Thomann Tax Retirement Plan Contribution Table-2019

Thomann Tax Retirement Plan Contribution Table-2019 Participating…

NYC Deferred Comp Rollover to Pension Plans

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Under current IRS law, taxpayers are permitted to rollover 457(b),…

Paper: Is Framing Bias Affecting FDNY Pension Decisions?

A paper by Robert Ruggirello, CFA - owner of Brave Eagle Wealth…

2019 Contribution Limits for Retirement Plans

The IRS has issued the 2019 contribution limits for retirement…

2019 Social Security COLA & Wage Base Increase

The Social Security 2019 COLA was recently published, 2.8%. …

NYC Police Pension Fund "Pension File"

Prior to signing pension finalization documents, NYC Police Pension…

Backdoor Roth IRA Strategy & the IRS

When performing a backdoor Roth IRA strategy, taxpayers often…

NYCERS Loan Reduction Factors-2018

Every year, NYCERS releases loan reduction factors to assist…

New Product: Fill Up The Bracket App

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The Fill Up The Bracket Roth Conversion Calculator iPhone app…