retirement-planning

Learn how buy-sell agreements can support smooth business...

Did your 401(k) have a good year? EP Wealth retirement planning advisors explain how to calculate...

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...

One in ten U.S. workers is self-employed. Many don’t have a plan in place for the future. Learn the...

You’ve landed a great job with a generous benefits package. However, there's one thing to work out:...

Women have many things to think about when it comes to planning for retirement. For starters, women...