Weekly Market Wrap: Stocks moved lower this week despite mostly positive housing and manufacturing data. For The Week The S&P 500 slipped 0.69% to […]
Archive | October, 2016
Understanding Defined Benefit Plans
If you are eligible to participate in a defined benefit (DB) plan through your workplace, you have been given an increasingly rare opportunity to help […]
Will Your Money Last? Risks to Retirement Income
With so much at stake when planning a retirement income stream, it pays to take a step back and see whether your plan takes into […]
Washington Hotline – October 25, 2016
WASHINGTON NEWS New Hurricane Matthew Tax Relief On October 17 the IRS announced in IR-2016-135 that it will provide additional tax relief to victims of […]
AAM Weekly Market Wrap – October 24, 2016
Weekly Market Wrap: Stocks turned slightly higher this week on positive housing data and some better-than-expected earnings news. For The Week The S&P 500 […]
Is a High-Deductible Plan Right for You?
“Save thousands on health insurance.” “Cut your premiums in half.” We’ve all seen the ads for high-deductible health plans (HDHPs), touting their low rates. But […]
AAM Weekly Market Wrap – October 17, 2016
Weekly Market Wrap: Stocks continued lower as the 3rd quarter earnings season kicked off and the odds for a December Fed rate hike rose. […]
Tips for Avoiding an Early Withdrawal Penalty
If you take a taxable distribution from your IRA before age 59½, you generally will be required to pay a 10% additional federal tax. However, […]
Social Security Tips for October 2016
Marriage Requirements for Spouse’s Benefits Generally, you must be married for one year before you can get spouse’s benefits. However, if you are the parent […]
Washington Hotline – October 11, 2016
WASHINGTON NEWS Protecting Your Tax Records from Hurricane Matthew As Hurricane Matthew pummels eastern Florida, Georgia and South Carolina, the IRS published IR-2016-128 to show […]
