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 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 | Jul 30, 2014 | 401k, Retirement, Stock Market
The following quotes are all from this recent week… “…the next five months into year-end are going to be extremely treacherous for equity investors.” ~Peter Boockvar, chief market analyst at The Lindsey Group “Stock may get rattled by a...
by Chris Nesbitt | Mar 20, 2014 | 401k, Fixed Indexed Annuities, Retirement, Stock Market
Last Thursday, the Dow Jones Industrial Average dropped over 200 points, as worries mounted about China’s economy and escalating tensions in Ukraine. CNBC reported that Alan Skrainka, chief investment officer at Cornerstone Wealth Management, pointed to a chart...
by Chris Nesbitt | Mar 4, 2014 | 401k, Fixed Indexed Annuities, Retirement
How did your retirement account look before 2008? How does it look now? I’ve talked to many folks who say they are just recently getting back to where they were. But imagine what your retirement account would look like if you had never lost any money in the first...
