Avatar of Paul Jarvis

Paul Jarvis

Author's details

Date registered: November 17, 2011
URL: http://areavoices.com/members/pjarvis/

Latest posts

  1. Approach Retirement with a Smile — January 26, 2015
  2. Market Week for December 29, 2014 — December 29, 2014
  3. Have You Been Financially Naughty or Nice This Year? — December 26, 2014
  4. 2014 Year-End Tax Planning Basics — December 10, 2014
  5. Retirement Plan and IRA Figures At-a-Glance — December 9, 2014

Most commented posts

  1. Mother’s Money Lessons — 1 comment
  2. Leaping into Financial Confidence — 1 comment

Author's posts listings

Jan 26

Approach Retirement with a Smile

CFP Board Gives Tips on How to Control Retirement Spending   Fargo, ND, January 26, 2015 – As millions of Americans prepare for and enter retirement, it’s natural for many of us to feel worried or concerned about how much money is needed to live comfortably. Despite all of the apprehension, CFP Board Ambassador Paul …

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Dec 29

Market Week for December 29, 2014

Market Week for December 29, 2014   PDF for larger viewing here—>  Market Week December 29 2014  

Dec 26

Have You Been Financially Naughty or Nice This Year?

. Have You Been Financially Naughty or Nice This Year? Fargo Financial Planner, Paul Jarvis,  shares the“Santa Claus Audit,” a guide to evaluating your 2014 financial behavior   Washington, D.C., December 26, 2014 – If Kris Kringle judged consumers by their financial fitness, who would end up on his “Naughty” and “Nice” lists? This year, …

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Dec 10

2014 Year-End Tax Planning Basics

* 2014 Year-End Tax Planning Basics PDF Version Click Here ->Tax Tips   December 10, 2014 AMT triggers You’re more likely to be subject to the AMT if you claim a large number of personal exemptions, deductible medical expenses, state and local taxes, and miscellaneous itemized deductions. Other common triggers include home equity loan interest …

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Dec 09

Retirement Plan and IRA Figures At-a-Glance

Retirement Plan and IRA Figures At-a-Glance   2014 2015 Employee/individual contribution limits Elective deferral limits 401(k) plans, 403(b) plans, 457(b) plans, and SAR-SEPs1 (Includes Roth contributions) Lesser of $17,500 or 100% of participant’s compensation Lesser of $18,000 or 100% of participant’s compensation SIMPLE 401(k) plans and SIMPLE IRA plans1 Lesser of $12,000 or 100% of …

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