At Steward Financial Services, it’s our duty to look over your financial life with honesty, integrity, and independence. Your needs, goals, and personalized financial plan are at the cornerstone of everything we do.
We do more for our clients and get them into the investment and insurance strategies that make sense for them. We’re a versatile team that’s always educating ourselves on market trends, investment options, and other important information. Together, we can build a stronger financial future for you and your family.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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