Blog Archives

Buying and Selling Mutual Funds at Year End – Be aware of Year-End Distributions

With the year-end upon us, many investors see it as the time to rebalance their investment portfolios.  However, savvy investors need to be aware of just when the timing is “right” or “wrong” to make that buy or sell trade

Posted in 2018 Year End Newsletter

Checklist to Cut Your 2018 Taxes

It’s not too late to cut your 2018 tax bill.  Prior to Dec. 31st: Increase your 401(k) and 403(b) contributions if you haven’t been contributing at the maximum rate all year. This year you can put away up to $18,500

Posted in 2018 Year End Newsletter

Checklist To Cut Your 2017 Taxes

It’s not too late to cut your 2017 tax bill.  Prior to Dec. 31st: Increase your 401(k) and 403(b) contributions if you haven’t been contributing at the maximum rate all year. This year you can put away up to $18,500

Posted in 2017 Year End Newsletter

Year End Projections Can Reduce Your Taxes

With the end of the 2017 calendar year quickly approaching, reviewing your specific tax situation may be tax-wise to help reduce your income taxes as well as possible underpayment of tax penalties. Year-end planning techniques to reduce your taxable income

Posted in 2017 Year End Newsletter

IRS Announces Higher Retirement Plan Limits for 2018

Most working professionals have access to a 401(k) plan or a 403(b) plan at work.  Amounts contributed to these plans generally reduce your taxable earnings and always grow tax deferred.  You can contribute up to $18,500 into a 401(k) or

Posted in 2017 Year End Newsletter