Blog
March 7, 2019
401(k) Investors Could Pay Tax Aimed At Wall Street Traders
It’s hard to imagine Congress wanting to tax Americans who are diligently saving for retirement by investing automatically into their company retirement plans, but that’s what a newly proposed “transaction tax” appears to do.
March 4, 2019
New Rules for Hardship Distributions
When an employee participating in their company’s 401(k), 403(b), or Profit Sharing Plan has a financial need, most plans have a participant loan provision. If the financial need amounts to an “immediate and heavy financial need,” the plan can allow for a hardship distribution.
February 5, 2019
Deductibility Deadlines
To deduct the employer contributions made to your company retirement plan for any given year, plan contributions must be deposited no later than the due date (including extensions) of your federal tax return. Below is a summary of the deadlines for a calendar year tax filer.
January 28, 2019
5th Annual BEI Golf Classic
Join BEI for Orange County's Premier Financial Advisor Event
You Won't Want to Miss It!
This year’s golfing event attendance is anticipated to be our largest ever with over 100 golfers being invited.
Trophies will be awarded to the top team for the longest drive, closest to the pin, and putting contest, along with a great BBQ lunch.
Don’t forget, there will be a chance to win silent auction items and bid on several opportunity drawings as well!
January 7, 2019
2019 Cost of Living Adjustments
As the cost of living rises every year, retirement plans can be affected. Lets take a look at the new year’s COLA adjustments for 2019.