Epic Insights

Category Archives: Employee Benefit Planning

Getting Off On The Right Foot in 2012

A look at some financial changes & the opportunities they may present. Every year brings some financial change, so here are some relevant changes relating to investment, tax and estate planning for 2012. Retirement plans. 401(k), 403(b) and 457 plan annual contribution limits rise slightly to $17,000, and you can contribute an additional $5,500 to [...]

Also posted in Current Events, Estate Planning, Income Planning, Investment Planning, Tax Planning, Uncategorized |

Greetings from Charlotte, North Carolina

Greetings from Charlotte, North Carolina, and Welcome to Epic Capital’s first ever “Epic Insights” blog post! We will keep this post short, as we are simply excited to take this blog site live, but please know that we will be adding much more content in the days, and weeks to come. Ever since Epic Capital [...]

Also posted in Education Planning, Estate Planning, Income Planning, Investment Planning, Long-Term Care Planning, Retirement Planning, Risk Management, Tax Planning, Uncategorized |
* For qualified investors with at least $500,000 in investable assets
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