Dec 29, 2015 | Retirement Plans
Invest in as much of yourself as you can, you are your own biggest asset by far — Warren Buffett According to a LIMRA Retirement study, pre-retirees and retirees who work with advisors (such as myself, If I may be permitted) are more confident about their retirement...
Dec 27, 2015 | Asset Allocation, IRA, Retirement Plans, Risk and Rewards, Tax deductible, Tax Planning and Deductions
Individual Retirement Accounts, or IRAs, are important vehicles for you to save for retirement. If you have an IRA or plan to start one soon, there are a few key year-end rules that you should know. Here are the top year-end IRA reminders from the IRS: Know the...
Dec 24, 2015 | Pension Parameters, Retirement Plans
A World of Good Wishes. One of the real joys this holiday season is the opportunity to say thank you and wish you the very best for the NEW YEAR. from all of us at Pension...
Dec 21, 2015 | Asset Allocation, Boomer Retirement, Retirement Plans
“What would it take for a middle class person to save a million dollars?” That’s the question posed in a John Manganaro piece for plansponsor.com. “Prudential suggests one answer in a recently released whitepaper, ‘Why young investors should start saving early and...
![For Small Businesses: IRS Raises Tangible Property Expensing Threshold to $2,500; Simplifies Filing and Recordkeeping]()
Dec 17, 2015 | Pension Parameters, Retirement Plans, Small Business Needs, Tax Planning and Deductions
WASHINGTON —The Internal Revenue Service [on Nov. 24] simplified the paperwork and recordkeeping requirements for small businesses by raising from $500 to $2,500 the safe harbor threshold for deducting certain capital items. The change affects businesses that do not...
