Archive | February, 2016

Budget Deal Curbs Social Security Claiming Options

On Monday, November 2, President Obama signed into law H.R. 1314, the “Bipartisan Budget Act of 2015.” One significant byproduct of the legislation is the elimination and/or curbing of two Social Security filing strategies that two-income married couples may have been using — or counting on — to increase their lifetime Social Security payouts. The […]

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Few Cost of Living Adjustments for Retirement and Health Plans for 2016

The IRS has released the cost-of-living adjustments (COLA) affecting dollar limitations for Individual Retirement Accounts (IRAs), defined contribution and other retirement-related items for tax year 2016. In general, most limits will remain unchanged for 2016 because the increase in the cost-of-living index did not meet the threshold that would trigger their adjustment. The table below […]

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How Might Rising Interest Rates Affect Your Stock Investments?

The Federal Reserve’s actions can have a marked influence on the economy and financial markets. For instance, some market analysts believe that the Fed’s massive, multi-year bond-buying program coupled with a record-setting period of near-zero interest rates fueled the six-year bull market for stocks. Now investors are awaiting news of when — and by how […]

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