Recent Insights
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Roth vs. Pre-Tax 401(k): Which Contribution Strategy is Right for You?
When it comes to saving for retirement, one of the most important decisions you’ll make is whether to contribute to a pre-tax or Roth 401(k). Your choice could have a significant impact on your future tax situation, and understanding the difference is key to making the best decision for your financial future. In this post,…
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Streamlining Success: The Power of Payroll Integration for 401(k) Plans
Why Payroll Integration Matters In today’s fast-paced business world, companies face the challenge of balancing efficient operations with compliance and employee satisfaction. One area where streamlining operations can make a significant difference is the management of 401(k) retirement plans. Payroll integration with 401(k) systems not only simplifies administrative tasks but also boosts compliance, accuracy, and…
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Talk Your Chart | MicroStrategy, Market Shifts, and the Rise of Quiet Cutting | Episode 65
In Episode 65 of Talk Your Chart Brett and Marcos kick things off with a surprising look at the rising cost of pennies and nickels, before diving into the latest market movers. From MicroStrategy’s Bitcoin-fueled surge to record-breaking U.S. oil production, they break down the big trends shaping 2025. Don’t miss it! Charts available for…
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Wealth with Purpose: Helping Clients Achieve Their Philanthropic Goals
At Evensky & Katz / Foldes, we believe that wealth is more than just a means to financial security—it’s a powerful tool for creating meaningful, lasting change in both personal lives and the communities we serve. As a trusted guide in wealth management, I work closely with my clients to craft charitable strategies that not…
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Safe Harbor vs. Non-Safe Harbor 401(k) Plans: Which Is Right for Your Business?
When setting up or designing a retirement plan, it’s important to review your choices regarding company contributions and what your budget can afford. Safe Harbor match or Safe Harbor non-elective contributions can be great options to avoid additional governmental compliance testing, ensuring everyone is treated equally when participating in the plan. This allows your employees…
