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The Spousal IRA Opportunity
The Spousal IRA Opportunity Tax-friendly IRAs were devised as an incentive for workers to set aside money for retirement, so the maximum an individual can contribute annually is limited to the amount…
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Putting Your Kids on the Payroll
If you could use a little help for your business this summer, there are some good reasons to recruit your own offspring. First and foremost, it’s a good opportunity for teens and…
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Turbulent Times in Emerging Markets
Turbulent Times in Emerging Markets The term “emerging markets” refers to developing nations that show signs of progress, such as significant growth in gross domestic product (GDP) and infrastructure. Altogether, developing nations…
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Meet the Greeks: Alpha and Beta
Meet the Greeks: Alpha and Beta As with any purchase, it would be wise to learn as much as you can about a stock or mutual fund before investing. Two measures that…
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IRS Flips on Rollover Rules
IRS Flips on Rollover Rules A 2014 U.S. tax court ruling related to IRA rollovers caught IRA owners and experts by surprise. In the case of Bobrow v. Commissioner, the court’s new…
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Health-Care Update
Health-Care Update Starting in 2015, large companies with 100 or more full-time employees must provide affordable health coverage that meets minimum standards, or pay a fine. This requirement will expand to include…
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October 2014
Monthly Market Monitor – October 2014 Recap Market Indices1 August Year-to-Date S&P 500 2.44% 10.99% Russell 3000 2.75% 9.90% MSCI EAFE -1.45% -2.81% MSCI Emerging Markets 1.18% 3.63% Barclays US Aggregate Bond…