2019 Retirement Savers Tax Credit

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 ...

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2018 Retirement Savers Credit

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 ...

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2017 Retirement Savings Credit

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 ...

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International Investing is Harder to Sell

It’s becoming harder and harder to convince families and corporate clients that international diversification is good for them. 

Back in 2013

It’s completely understandable. US stocks have done far better over the last 6 years. I wrote about this back in 2013 when I first sensed investor frustration that their professionally constructed portfolios were under-performing the S&P 500 (which is almost all Large US companies).

3 More Years Have Passed

Three more years have ...

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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 ...

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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 ...

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Trump is Elected

There is heavy speculation on the election’s impact.

This will probably be like most political outcomes: It is not going to be as BAD as one side thinks. It is not going to be as GOOD as the other side thinks.

Right now it is still difficult to sort out. Trump claims he wants more infrastructure spending. This is something Democrats have been pushing for a long time. On the other hand, he wants immigration reform that is further to the right than ...

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