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How The SECURE Act May Impact Your Retirement Savings Account

  If you have money in either a IRA or 401K, you probably already know that eventually you’ll have to take that money out and pay taxes on it, if those accounts are Traditional retirement savings account. But the rules for taking required minimum distributions (RMDs) have always been confusing, especially because they require you […]

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Shaping an Investment Portfolio for The Coming Year

We enter 2018 in the midst of what has been reported as the second-longest running bull market ever. Accordingly, many investors are wondering how they should adjust their investment strategies. After all, given the age of the bull market and the high equity valuations it has produced, it would not be surprising to see it […]

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Will The President’s New Tax Plan Impact your Retirement?

  It was reported last week that Congress was considering the option of reducing the amount of income that Americans could save in their tax-deferred retirement accounts in order to partially pay for the President’s tax reform plan. For now, that idea is unconfirmed by the Trump Administration, but remains a concern for every-day Americans, […]

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How Will the End of the Obama-Era MyRA Impact Retirement

  On Friday the 28th of July, the Trump administration announced that they’re shutting down the Obama-era retirement program called ‘myRA’. The program was aimed at allowing mainly low-income earners, and also those who don’t have a savings program at their work a chance to save for retirement. The Treasury announced the program termination because […]

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Will the New Fiduciary Rule Impact your Retirement?

If you haven’t heard of the new conflict of interest rule, or fiduciary rule that the Department of Labor has now enacted this week, buckle up. This new rule expands the “investment advice fiduciary” definition under the Employee Retirement Income Security Act of 1974 (ERISA). With the passing of this legislation, it will automatically elevate all […]

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We Have More Debt Now Than we Did Pre-Recession

The average American has almost the same amount of debt, or more than before the 2008 financial crisis. What type of debt is holding Americans down? The average household with credit card debt owes $16,061, up 10% from $14,546 10 years ago and $15,762 last year, according to a new analysis of Federal Reserve Bank […]

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