July 2016 Newsletter

As we approach the July 4th weekend, remember to be safe. Also, beware of children around grills and fireworks!
Mid-Year 2016: An Investment Reality Check
Market volatility is alive and well in 2016. Whether the markets are up or down, taking time to meet with your financial professional to review your portfolio can be an excellent way to keep your investments on track.
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Q&As on Roth 401(k)s
The Roth 401(k) is 10 years old! With 62% of employers now offering this option, it’s more likely than not that you can make Roth contributions to your 401(k) plan.
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Finding and Claiming Forgotten Funds
As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that it was unlikely you would discover a chest full of pirate booty. However, the possibility that you have unclaimed funds or other assets waiting for you is not a fantasy. So how do you find what is owed to you, even if it’s not a fortune?
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I have matured U.S. savings bonds. Are they still earning interest and, if not, can I roll them over to another savings bond?
While you may have some options to consider with matured U.S. savings bonds, the interest earnings are subject to federal income tax when the bonds mature.
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How many types of government savings bonds are there, and what’s the difference between them?
The U.S. Treasury issues Series EE bonds and Series I bonds. The primary difference between them is how the rate of interest is calculated.
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Refer a friend
Any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.
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