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New IRS contribution limits
The IRS just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. […]
Ryan LeBlanc
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Need help with a retirement plan?
Certain plan providers do permit them, though standard federal taxes and tax penalties apply if the loan is not paid back within five years. […]
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The Solo 401(k): A retirement savings vehicle designed for the smallest businesses
Do you work for yourself?
Then take a look at the solo 401(k), which marries a traditional employee retirement savings account to a small business profit-sharing plan. To have a solo 401(k), you must either be the lone worker at your business, or its only full-time employee.
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Inventorying Your possessions
It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement process with your insurance company. […]
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Values are crucial legacy assets for your grandchildren
Values are also crucial legacy assets.
Early on, you can communicate the importance of honesty, humility, responsibility, compassion and self-discipline to your grandkids.
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Leaving a legacy to your grandkids
Now is the time to explore the possibilities.
Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. […]
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Your portfolio is not the market
The state of the fixed-income market can also potentially impact portfolio performance. […]
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Your Diversified Portfolio vs. the S&P 500
How global returns and proper diversification are affecting overall returns. […]
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Do Your Investments Match Your risk tolerance?
From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes […]
