EP Wealth Advisors

FEATURED INSIGHT

What is the 401k Employer Contribution Limit for 2024?

The IRS recently updated 401(k) employee and employer contribution...

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The Safe Harbor 401(k) requires that employer contributions be fully vested. Learn more about the...

Money is a common source of contention when couples divorce. A Certified Divorce Financial Analyst®...

401(k) contribution limits for employees are increasing in 2024. Find out how much you can put away...

A new year brings new possibilities and a new set of opportunities to keep your financial house in...

For some small business owners, the phrase “tax deductions” is music to the ears. Yet, many are not...

Ask virtually anyone who owns a business, and they’ll tell you they have plenty on their mind—and...

Have you considered all the implications of retiring in Los Angeles? EP Wealth’s financial advisors...

As the year winds to a close, there are some significant tax rules coming into effect in January...