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Articles From Lumsden McCormick Financial Services

Lumsden McCormick provides resources to assist you as you plan for your business and personal success. Articles published by our accountants, resources available through our affiliation with the BDO Alliance USA and our industry-specific newsletters are listed below.
SECURE Act 2.0: An Overview

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.

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Avantax Market Update - February 2023

Avantax Market Update - February 2023

Posted by Jeffrey Budzinski on February 15, 2023

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Don’t Limit Your Business to a State Retirement Plan

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.

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What’s My 2023 Tax Bracket?

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.

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New Retirement Contribution Limits for 2023

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.

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Avantax Market Update - November 2022

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.

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Avantax Market Update - October 2022

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.

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Avantax Market Update - August 2022

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.

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Avantax Market Update - June 2022

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.

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What is an Annuity?

What is an Annuity?

Posted by Jeffrey Budzinski on June 02, 2022

What you should know about them.

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