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Get ready to save more in 2018

November 21, 2017

You can save more for retirement next year using tax-advantaged accounts, thanks to a boost in the maximum 401(k) contribution rate by the IRS. The maximum rate increases by $500 to $18,500, which is the first increase in three years.

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Keywords: tax planning, taxes

IRS and SSA release 2018 tax numbers

November 3, 2017

The IRS and the Social Security Administration published some inflation-adjusted numbers for retirement contributions and gifts for 2018. You can use this information as you begin your tax and financial planning for the coming year.

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Keywords: retirement, tax

Maximize your charitable gift deduction

November 3, 2017

Taxpayers often overlook and underreport charitable contributions on their tax returns.

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Keywords: charity

October 2017 Market Insight

November 1, 2017

This October, we experienced more of the same with the market ticking upward and achieving new all-time highs. In this environment, it’s important to remember that we haven’t seen some typical market moves in quite some time—namely a correction.

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Keywords: market insight