Entries by f2819644

Missing Top Performing Days Can Hurt Your Return- Blackrock – 01/01/16

Click to Enlarge MISSING TOP-PERFORMING DAYS CAN HURT YOUR RETURN Hypothetical Investment of $100,000 in the S&P 500 Index Over the Last 20 Years (1996–2015) The graph below shows how a hypothetical $100,000 investment in stocks would have been affected by missing the market’s top-performing days over the 20-year period from January 1, 1996 to December […]

Maximizing Contributions to Multiple Employer Retirement Plans 2016

Click to Enlarge Maximizing Contributions to Multiple Employer Retirement Plans  Then Completing In-Service Withdrawals and Rollovers to Jumbo IRAs The IRS allows you to contribute to multiple employer retirement plans.  The IRS places an $18,000 annual limit ($24,000 if age 50 or over) on employee contributions (elective deferrals) cumulatively across 401(k)s and 403(b)s and the […]

1035 Tax-Free Exchange Long Term Care Insurance – Long Term Care University – 12/15/15

    Long Term Care University – Question of the Month – 12/15/15 Research By Aaron Skloff, AIF, CFA, MBA Q: Can I use an annuity or life insurance policy to pay for a long term care insurance policy?  Are there any tax implications? The Problem – Money Tied Up in an Annuity or Life […]