EP Wealth Advisors

Explore tax-efficient gifting strategies—from annual exclusions to...

It is time to start looking ahead to important retirement planning dates for 2025. EP Wealth has...

The 2024 401(k) catch-up contributions have not changed. However, other IRS updates may impact your...

Learn about the 401k contribution limits for highly compensated employees (HCEs). Discover how HCEs...

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 2025. 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...