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Pension Plan Limitations for 2017

  401(k) Maximum Participant Deferral $18,000* (*$24,000 for those age 50 or over, if the plan permits)   Defined Contribution Maximum Annual…

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529 Plans: Taking Distributions

Parents looking to take advantage of the many benefits of saving for college with a 529 plan will want to know the…

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Personal Protection for Wealth Holders

Most people think of life insurance as the first line of defense for their families and assets. But just as you maintain…

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How Do I Pay for Health Care Costs While Living or Traveling Abroad?

Generally speaking, public and private health insurance plans in the United States — including Medicare and most private policies — only pay…

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Double Your Impact With These Charitable Giving Strategies

Americans are a generous people. Many support charitable organizations that enhance their communities and enrich their personal lives. In addition to giving…

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Naming Beneficiaries: What You Need to Know

A major issue in estate planning is whom to name as beneficiaries on life insurance policies, pension plan accounts, IRAs, and annuities.…

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Diversification: A Big Word, With Bigger Investment Implications

In today’s market environment, diversification is more important than ever.(1) But what is the thinking behind this big word? The process of…

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Brush Up on Your IRA Facts

If you are opening an IRA for the first time or need a refresher course on the specifics of IRA ownership, here…

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How Well Do You Know Your 401(k)?

Can you answer these key questions about your workplace retirement plan? The old saying “knowledge is power” applies to many situations in…

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