Month: November 2018

Helping you Live with Peace and Retire on Time

Smart Money Couples Don’t Wait for January

Marriage is about moving toward a common goal, so you better set some.  I strive to help clients grow together and with a happy retirement in mind.  My part is calculating the numbers and using that shoebox full of old statements to create a picture so informed decisions are possible.  The below are things you…
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November 30, 2018 7

No More Tax-Free Lunch?

Business Owners, this is not a happy part of the Tax Cuts and Jobs Act changes. We have lost the Entertainment 50% deduction. But for now meals remain a deduction (aka a write off). Taking a client or prospect out to lunch has been ruled a 50% deduction but we almost lost that too.  No…
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November 3, 2018 2

Increased Contribution Limits Announced

The IRS just announced increased contribution limits for IRAs and many retirement plans. IRAs now have a $6000 limit, 401(k) $19,000 on the employee side, and SEPs $56,000 limit. This is another win for investors and savers in a year where so many tax laws have changed. The new maximum contribution is the amount you…
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November 1, 2018 0