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Jan 9, 2018
Blog
New Year, New 529 Plan Deduction
For the last 17 years, the maximum yearly deduction for those who invest in a CollegeAdvantage 529 plan was set at $2,000 per account, but with the New Year comes a new maximum deduction. Keep reading to learn more.
Aug 29, 2017
Blog
Another Way To Help Your Employees Save
Looking for a way to make your benefits package more desirable? Adding an employer-sponsored 529 Plan could be just what you need to attract and retain top talent. Read on to learn more.
Jul 10, 2017
Podcast
episode 89 – transcript
Dave Cain: Welcome to unsuitable on Rea Radio, the award winning financial services and business advisory podcast that challenges your old school business practices, and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to … Continued
Jul 10, 2017
Podcast
episode 89: how the department of labor’s new regulations impact everyone
There are big changes coming from the Department of Labor, and the logistics behind these particular changes can be difficult to fully comprehend. Kim Veal joins unsuitable on Rea Radio to explain what the “Big Three” up-and-coming DOL regulations are and how these new regulations will change the way the DOL looks at fiduciaries, participants, … Continued
Apr 17, 2017
Podcast
episode 77 – transcript
Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guest are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help … Continued
Apr 17, 2017
Podcast
episode 77 – control your bottom line by identifying your business entity, wisely
Looking for some critical tax planning advice that you can put in action now in preparation for next year’s tax return? Chris Axene, a principal in Rea’s Dublin office, is happy to oblige. On this episode of unsuitable on Rea Radio, Chris talks about business tax rates, business entity choices and how one ultimately impacts … Continued
Jan 3, 2017
Blog
Take Control Of Your Financial Wellness In The New Year
Still looking for the perfect New Year's resolution? We've got 15 great ones to choose from!
Jun 20, 2016
Podcast
episode 37: the world’s cutest tax deduction
Attention parents! Nobody ever said raising children was easy … or cheap, which is why the IRS provides a variety of tax breaks for families to help ease the financial burden. Ashley Matthews, mother of three and a tax manager at Rea & Associates, has some insight you are going to want to hear. On … Continued
Jan 28, 2016
Blog
Retirement Plan Participants Are Content To Watch Their Savings Simmer
It took a while to get to this point, but after taking time to grow and adapt to the ebbs and flows of the marketplace, the defined contribution retirement plan has finally come into its own. Read on to learn more about the current retirement savings climate.
Feb 14, 2014
Blog
Five Financial Considerations for Every Age Group
Are you on track to meet your financial goals? Review the following financial considerations for your age group and evaluate where you may fall short. If you’re in your 20s: Live within your means. Learn to keep spending in check while you’re young and you’ll save thousands of dollars over the years. Be strategic about spending. … Continued
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