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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Market Week For December 29, 2014

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

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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2014 Year-End Tax Planning Basics

* 2014 Year-End Tax Planning Basics PDF Version Click Here ->Tax Tips   December 10, 2014 Required minimum distributions Once you reach age 70½, you’re generally required to start taking required minimum distributions (RMDs) from traditional IRAs and employer-sponsored retirement plans (special rules apply if you’re still working and participating in your employer’s retirement plan).…
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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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