2017

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The Social Security Administration has announced the adjustments being made in 2018.
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Is socking away large sums in a tax-deferred retirement account ever a bad idea? It is when you exceed the annual IRS limits. And intentional or not, the penalties can be painful. Here is how overfunding occurs and what steps to take to fix the problem.
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As the year draws to a close, there are several tax-saving ideas you should consider. Use this checklist to make sure you do not miss an opportunity before the year is out.
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Tags : Tax Planning

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Though the markets have risen significantly this year, your investment portfolio may have a few lemons in it. By using the tax strategy of tax-loss harvesting, you may be able to turn those lemons into lemonade.
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Happy Holidays!

Dec 01, 2017
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Happy Holidays to our readers! With sincere appreciation for your friendship and good will, we would like to wish you all the joys of the holiday season!
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Medicare is a complex program that is essential to medical coverage for retirees. However, if you do not enroll at the right time, or buy sufficient insurance to cover the out of pocket costs, you (or your parents) may be faced with heavy costs. Here are some key issues to consider.
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We have seen significant growth in the value of equities during this current year. For many, this has been seen as a long overdue catch up for equities. Others are not certain and are raising important questions as to how long the market can rise without serious correction.
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We have just posted the 2017 Year-End Tax Planning Letter on our website. Topics include 5 Strategies to Shrink Your Tax Bill, Plan Now for a Smooth Filing Experience, Early Roth Funding Can Make Your Child a Millionaire and More!
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Tags : Tax Planning

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The IRS recently released a new publication outlining the benefits of 403(b) plans. Here are some of the contribution limits, loan provisions and distribution /rollover rules outlined in the publication.
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Unfortunately, cybercrime and identity fraud have become a growing problem as the digital world expands. While the recent breach at Equifax should not cause panic, here are some common-sense steps that you can take to minimize the effects on your personal situation.
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