News & Articles
IRS Benefit Plan Limits for 2021
On October 26, 2020, the Internal Revenue Service released Notice 2020-79, announcing cost-of-living adjustments that affect contribution limits for retirement plans and retirement accounts in 2021.
Should You Buy an Individual Disability Insurance Policy?
Considerations when shopping for Disability Coverage.
Estate Planning Checklist
The following checklist may be helpful in organizing your financial and estate planning information.
© Copyright 2020 | Shamrock Wealth Management | All Rights Reserved