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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

Did You Know You Can Now Use a 529 Savings Plan for Private School Education Costs (K-12)?

by Willis Johnson & Associates

May 14, 2018

Financial Fact | Deadline Alert: IRA, Roth IRA, and Backdoor Roth IRA Contributions for the 2017 Tax Year

by Willis Johnson & Associates

March 19, 2018

Selling Your Home? Don’t Miss Out On These Tax Exemptions

by Willis Johnson & Associates

January 29, 2018

Bundling Deductions and Tax Savings: How to Take Advantage of Your Deduction Options

by Willis Johnson & Associates

December 18, 2017

3 Steps to Understanding Mutual Funds & ETFs

by Willis Johnson & Associates

November 30, 2017

Are You Financially Prepared for the Unexpected?

by Willis Johnson & Associates

September 26, 2017

Financial Fact: Equifax: What You Need to Know

by Willis Johnson & Associates

September 20, 2017

Financial Fact: So You Have a Living Will, But Do You Have a Power of Attorney Document?

by Willis Johnson & Associates

February 21, 2017

Saving Non-Roth After-Tax Contributions

by Willis Johnson & Associates

May 10, 2016

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.