Retirement Savings Credit for 2016

We post at the beginning of each year on the Retirement Savings Credit. Having several thousand 401(k) participants that we help, there is a good amount of money that this credit could put back in their pockets.

This is a little known credit. You can get some extra money back from the IRS if you saved into any retirement account (IRA, 401(k), Roth IRA, etc.) during the year, and if you and/or your family falls within certain income limits.

Remember, this credit is ...

Continue Reading →
0

2016 Investment Markets Review

2016 defied many expectations in the investment markets. This isn’t unique to 2016. Actual returns are usually far different from most predictions. 

This makes a lot of sense. Most of the information used in making predictions is already priced into the market. For example, if employment is picking up and everybody knows that, then the investment markets will have already moved in anticipation. The information that will effect the markets moving forward will be new developments. Even well known forecasters can ...

Continue Reading →
0