Ideas & Insights

Economic growth in the U.S. remained firm in February following the release of fourth quarter GDP which signaled growth at 2.6 percent.

Strong employment data and earnings reports eased worries about a potential economic slowdown despite the U.S. partial government shutdown.

Federal Reserve officials left the federal funds rate unchanged at their January meeting to a range of 2.25 to 2.50 percent.

The sideways global economic growth trend is likely to continue, however our expectations are that this occurs on less stable footing.

The relatively flat yield curve is consistent with a downshift in the global economic outlook against tightening financial conditions.

Most retirement plan limitations see small increases from 2018 to 2019, including IRAs for the first time since 2013.

The 60 percent of adjusted gross income limit for charitable gifts of cash may not be available to donors who diversify their major giving.

The IRS released its annual retirement plan limitations for 2018 with few increases, while others remain the same.

The IRS clarified that employees of a single-member LLC may participate in the sections 403(b) and 457(b) plans of the tax-exempt member.

Four main themes driving the markets: China, oil, Fed uncertainty and negative momentum

Taxpayers cannot avoid the Roth IRA contribution limitations by transferring amounts to a business owned by the Roth IRA.

Two tax court cases remind individuals to be careful in the management of their self-directed individual retirement accounts (IRAs).