Evensky Blog Posts | Evensky & Katz

When it comes to paying fees to the professionals who help administer a company’s qualified plan, th...

Read Blog

When it comes to paying fees to the professionals who help administer a company’s qualified plan,...

There are many different types of fiduciaries in the business world, and all of them are...

Michael Hoeflinger | Florida | Wealth Manager | CFP®Michael has been with the Evensky & Katz/...

How does capital gains tax work? How might your tax bracket and additional lines of income be...

This year we have all been faced with the scary possibility that we might contract Covid and end up...

“That’s a great stock; I think I’ll take a big position in my portfolio.” That’s how all...

Financial info, tips, cool tidbits, and a little humor, too.

Fill out the form to get started with a plan and an advisor that you can trust.

Fax: 305-448-1326

Office hours:
Monday through Thursday: 9:00 am - 5:00 pm Friday: 8:30 am - 4:30 pm

Fill out the form to get started with a plan and an advisor that you can trust.

Fax: 806-747-8569

Office hours:
Monday through Friday: 9:00 am - 5:00 pm

Parking Location

Fill out the form to get started with a plan and an advisor that you can trust.

10900 Northeast 4th Street, Skyline Tower, Suite 2300, Bellevue, WA 98004 Phone: 425-658-0466

Understanding Fees on Qualified Retirement Plans