Corner on the Market: Basic Financial Terms to Know – Stretch IRA
Just as it sounds, a stretch IRA is a minimum withdrawal strategy designed to “stretch” the period over which earnings can be tax-deferred. This is a popular tax mitigation technique with inherited or “Beneficiary” IRAs. Essentially, the IRS allows you to take minimum...
Long-term Investment Success: Time
Sticking to a sensible strategy potentially beats market timing. When the markets drop, sometimes investors panic, selling at or near a market bottom. Then they wait too long to get back in once the market recovers. More often than not, these investors make “market...
2018 Annual Contribution Limits for 401(k) Plans
While the 2018 annual contribution and benefit limits have not changed significantly from last year here are a few of the highlights: The 401(k) & 403(b) maximum annual elective deferral limit increased to $18,500 The defined benefit annual limit has increase...