December 2016 Newsletter [PDF]
Seeking a Stable Retirement
An increasing number of retirees are living until their late 80s, 90s, and into triple figures these days. Running short of money may become a concern without a true pension to supplement Social Security. Learn more in this month’s newsletter.
Foreign Stock Funds Can Be Doubly Taxing
To find the best opportunities abroad, many U.S. investors use foreign stock mutual funds, to benefit from the fund companies’ research and portfolio management expertise.
There may be another reason to invest in a foreign stock fund: Some foreign companies pay relatively high dividends. However, that may lead to double taxation and lower effective yields.
Automatic Enrollment Retirement Plans
Automatic enrollment plans may offer advantages to business owners, even if they’re not required. Federal law, in effect for the last decade, provides a road map to show you how to get those benefits and avoid problems.
Use this handy tax calendar for December and January, 2017 taxes due.