April 9, 2019
You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If […]
April 9, 2019
Michael Viljak, Manager, Advisor Development Do you have employees in a prior employer’s retirement plan? Should they transfer these assets to a personal IRA or into […]
April 9, 2019
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, Should we […]
April 9, 2019
Loss aversion sounds like a good thing — trying to avoid losing. What could be wrong with that? Unfortunately, if taken too far, it can actually […]
April 4, 2019
Relay for Life is a cause that is near and dear to the Duncan Financial Group team. We are very excited to once again participate in […]
April 2, 2019
Tax season has almost come to a close! And what better way to celebrate than with using the income tax return you earned back? If you’re […]