This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
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Roth IRA Conversions
“After some coaching on my end, my client was able to respond to the IRS with a letter explaining the nondeductible IRA contribution and subsequent Roth conversion.” – Marty McNamara
Read more401(k) Investing
Bonds or savings accounts simply don’t offer high enough returns to grow an adequate nest egg on their own. “If you’re 25 years old [those investments] might not get you there” – Patrick Chu
Read moreNewsletter | September 2016
This newsletter highlights charitable gifting, social security retirement benefits, and inherited IRAs. It also touches upon how GDP is calculated in the US as well as questions to consider before inviting your elderly parents to move in with you and your family.
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