As we approach the end of the year, it leaves many wondering what they can do to improve their tax situation—especially in light of the significant changes to the tax code this year. We have prepared a Year-End edition of our Guidebook to provide you with actionable tips and strategies as we head into the […]
There are many different types of retirement plans and accounts. While the IRA and Roth IRA are available to all qualifying savers, the relatively low contribution limits ($5,500 in 2018 and $6,000 in 2019, with a $1,000 catch up contribution for those aged 50 and older) force the self-employed to seek alternative funding vehicles for […]
Social Security recently announced changes for 2019. While there are many changes from year to year, here are the three with the greatest impact for most workers and retirees. Retirees will receive the largest Cost of Living Adjustment in seven years. In 2019, retirees will be receiving a 2.8% raise in their Social Security benefits. […]
Medicare’s Open Enrollment Period runs from October 15th through December 7th every year. This period of time is also known as the Annual Election Period. During this time: Anyone with Part A and B can switch to a Part C Advantage Plan Anyone with Part C can switch back to Parts A and B Anyone […]
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