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.
Use our handy tax calendar for upcoming taxes due in March of 2017.