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Contribution Limits for Tax Year 2018

Contribution Limits for Tax Year 2018

Cost-of-living adjustments for next year

The Internal Revenue Service recently announced cost of living adjustments affecting dollar limitations for retirement-related items for the 2018 tax year. Detailed in Notice 2017-64, here are the excerpts directly from the IRS:

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Some Worries Going into 2018

Some Worries Going into 2018

Perspectives from a Seasoned Financial Advisor

By most investors, 2017 was a year filled with great highlights. The stock market performed well above its historical average, unemployment hit record lows, interest rates remained modest and volatility was practically non-existent.

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