Archive for November, 2016

It’s time to review your 2016 IRA contribution limits for 2016

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As I have mentioned several times before you should be meeting with and/or at minimum teleconferencing both your accountant and financial advisor prior to the end of each calendar year to strategize about your retirement to make sure that; 1) you are in the right retirement plan and 2) that you have fully funded it – primarily based upon your individual specifics, i.e. workplace retirement plan and AGI/MAGI (Adjusted Gross Income & Modified Gross Income) limits (to be explained later), ... Continue Reading →