Taxes

• Roth IRA
  In case you missed it, the contribution limits to your 401(k) plan, IRA and Roth IRA—set by the government each year based on the inflation rate—will not go up in 2017.  Just like this year, you will be able to defer up to $18,000 of your paycheck to your 401(k), and individuals over age 50 [...]
• Income Tax
  Many of President-Elect Donald Trump’s policy proposals are too vague to analyze, but one area where he has been clear is on reforming our tax system.  Here’s a quick primer on the changes that you can expect to be introduced to Congress in the coming year.   1) A shift from seven income tax brackets [...]

Investment

• Mutual Funds
  • To establish or maintain an account with an unaffiliated party, such as a clearing broker, mutual fund company or trust company providing services for you