
Articles From Lumsden McCormick Financial Services
SECURE Act 2.0: An Overview
Posted by Austin Robare on March 14, 2023
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.
Don’t Limit Your Business to a State Retirement Plan
Posted by Austin Robare on February 02, 2023
Many states across the nation are passing legislation to provide workers with access to employer-sponsored retirement plans. In this article we introduce you to this legislation and share the benefits of selecting a 401 (k) plan outside of the mandated state option.
What’s My 2023 Tax Bracket?
Posted by David Schlein on January 31, 2023
Every year, the IRS evaluates and typically adjusts certain tax provisions to account for inflation.
New Retirement Contribution Limits for 2023
Posted by David Schlein on December 20, 2022
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year.
Avantax Market Update - November 2022
Posted by Jeffrey Budzinski on November 07, 2022
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for November. He recaps market returns, discusses earnings, the Federal Reserve and the economy.
Avantax Market Update - October 2022
Posted by David Schlein on October 11, 2022
In this month’s market update video host Austin Schaul, CFA®, Head of Research at Avantax, provides a market update for October. He recaps market returns, discusses the Federal Reserve, interest rates, the U.S. dollar and our outlook for the remainder of the year.
Avantax Market Update - August 2022
Posted by David Schlein on August 10, 2022
View the August 2022 Avantax market update video as host Austin Schaul, Haad of Research of Avantax provides an update and discusses market returns, the economy, earnings, and the Federal Reserve.
Avantax Market Update - June 2022
Posted by Jeffrey Budzinski on June 21, 2022
View the June 2022 Avantax market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, the Federal Reserve and our view on the risk of a recession as the economy slows.
What is an Annuity?
Posted by Jeffrey Budzinski on June 02, 2022
What you should know about them.