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Archive by author: Jason A. Lunsford, MBA | CRPS® | AAMS® | AIF® | PPC™Return

Jason has a BSBA, majoring in Finance, from Concord University and an MBA from Marshall University. He has more than 18 years of industry experience and joined DHG Wealth Advisors as an Advisor in 2010, opening the West Virginia region. He helps create financial security for both individuals and institutions and strives to be the go-to financial resource to his clients by providing a customized approach, non-biased advice and management that is both tax and cost efficient.

In 2013, Jason helped create and currently leads the DHGWA – Retirement Plan Services division. The RPS provides clients with comprehensive retirement plan management which includes proactive service, investment monitoring, plan design and communication/advice for sponsors and participants. RPS is committed to full disclosure and accountability, combined with proactive, attentive and personalized service.

2021 Limits for Retirement Plan Contributions
Retirement plan compensation and contribution limits are subject to annual cost-of-living adjustments. On Oct. 26, 2020, the Internal Revenue Service (IRS) announced updated limits for retirement plans in 2021, reflecting cost-of-living adjustments for the coming tax year.
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