by Chris Nesbitt | Dec 15, 2014 | 401k, IRA, Retirement
The IRS recently announced cost-of-living adjustments to the 2015 retirement plan contribution limitations. Although the COLA adjustments are incremental, the raised limits offer savers the chance to accelerate pre-tax contributions to many types of qualified...
by Chris Nesbitt | Nov 20, 2014 | Healthcare, HIPPA
Have you heard of HIPPA? Congress enacted the Health Insurance Portability and Accountability Act (HIPPA) in 1996. The purpose of the law was to protect private health care information. So, what’s wrong with that? Sounds like the government was trying to protect our...
by Chris Nesbitt | Nov 3, 2014 | 401k, IRA, Retirement
Are Rollovers over or on their way out? Consider the IRA One-Rollover-Per-Year Rule Beginning January 1, 2015. The IRS recently announced that beginning as early as January 1, 2015, taxpayers can make only one rollover from an IRA to another IRA in any 12-month...
by Chris Nesbitt | Oct 23, 2014 | 401k, Retirement, Stock Market
It’s been a wild ride over the last week in the markets, leaving many investors wondering if it’s over, or just beginning. With this question in mind, here are some quotable quotes from the last few days… The key question you need to ask yourselves is this: Have the...
by Chris Nesbitt | Oct 22, 2014 | Affordable Care Act, Healthcare, Obamacare
If you’re like most folks, you may think a “qualifying event” is the mere fact that you need health insurance. Unfortunately, it’s a bit more complicated than that, which is why I thought I’d take a minute to give you the low down. Outside of open enrollment (November...
