Archive | April, 2012

Retirement Investing After the Bear: Less Risk, Better Balance

Once burned, twice shy. That essentially describes the average retirement investor’s behavior in the wake of the past decade’s two bear markets, according to a new report by the Investment Company Institute (ICI) and the Employee Benefit Research Institute (EBRI).1 The report shows shifting allocations within 401(k) portfolios. The study, which looked at allocations of […]

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Washington Hotline – April 24, 2012

President and Vice President Release 2011 Tax Returns Both President and Mrs. Obama and Vice President and Mrs. Biden have released their 2011 tax returns. President and Mrs. Obama received income from his salary and book royalties.  They deducted $49,000 from book royalties for a simplified employee pension contribution, leaving them with an adjusted gross […]

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Use Annuities to Plan for Your Future

Synopsis: If you’re investing for retirement and are looking for an investment vehicle that may complement your existing portfolio, you may want to consider an annuity. Why? Because an annuity provides potential growth that is tax deferred, which means its investment earnings can accumulate and compound untouched by federal, state, or local income taxes until […]

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