March 2017 Newsletter
Click here to read the newsletter.
Playing Defense as Stock Prices Soar
As of this writing, major U.S. stock market indexes are at or near record highs. This bullish run might continue…or it might end with a severe slide. Here are some strategies to consider.
Holding Down Premiums for Medicare Part B
The Part B premiums are set by MAGI “cliffs”: Go over by $1, and you fall into a higher premium. This can be frustrating for Medicare enrollees who are just over a Part B MAGI threshold. The good news is that some advance planning may enable seniors who are just over a Part B threshold to bring MAGI below that threshold, with relatively modest tax planning.
Safe Harbor 401(k) Plans for Small Companies
A study released in late 2016 by Employee Fiduciary, a 401(k) provider for small businesses, found that 68% of the small firms responding to their survey use a safe harbor 401(k) plan design to avoid annual nondiscrimination testing. Learn your options in this month’s newsletter.
Tax Calendar
Use our handy tax calendar for upcoming taxes due in March of 2017.