Willis Johnson & Associates Blog | Financial Planning and Investments | Willis Johnson & Associates

Willis Johnson & Associates

Houston wealth management firm that specializes in helping corporate professionals achieve their financial goals.

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401(K) Income Limits: The Mistake Professionals Earning Over $345,000 Often Make

Many executives believe that they're maxing out their 401(k) contributions year after year. However, due to the IRS' 2024 401(a)(17) limitation of $345,000 in income and the impact it has on both...

by Nick Johnson, CFA®, CFP®

March 26, 2024

End Of Year Financial Planning Checklist for Shell Professionals

by Willis Johnson & Associates

August 11, 2023

How to Increase Your Charitable Giving Using the Shell HERO Program

by Willis Johnson & Associates

September 01, 2022

Estate Planning Essentials: A Guide to Estate Planning Documents & Common Mistakes

by Willis Johnson & Associates

September 30, 2021

Willis Johnson & Associates Named Among Top Investment Advisors in the U.S. by Financial Times

by Willis Johnson & Associates

July 30, 2020

BMC Employees Can Save More in the BMC 401(k) Plan

by Willis Johnson & Associates

December 06, 2019

How Shell Employees Can Benefit From Deferred Compensation

by Willis Johnson & Associates

August 30, 2019

The 2019 Tax Season is Here — Are You Prepared?

by Willis Johnson & Associates

April 09, 2019

4 Tax-Efficient Ways to Gift Money This Holiday Season

by Willis Johnson & Associates

December 19, 2018

Will You Optimize Your Employee Benefits Elections This Fall? Here’s What You Should Consider BEFORE Open Enrollment

by Willis Johnson & Associates

September 14, 2018

5 Budgeting and Tax Tips for Buying Your Vacation Home

by Willis Johnson & Associates

June 19, 2018

Willis Johnson & Associates is a registered investment advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein. Willis Johnson & Associates is not a CPA firm.