Some COLA for your IRA

Some COLA for your IRA

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...
Move over Rollovers

Move over Rollovers

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...
Is it over yet?

Is it over yet?

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...
Too Big for its Britches?

Too Big for its Britches?

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...
Stress-Free Retirement

Stress-Free 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...