Monthly Archives: November 2015

How To Leave Your IRA To Those You Love

How To Leave Your IRA To Those You Love Deborah L. Jacobs Forbes Staff Some of the most costly estate planning mistakes I hear about from readers involve retirement accounts. Contrary to popular misconception, they are not normally covered by … Continue reading

Posted in Retirement and Estate Planning, Tax Tips | Tagged , , | Comments Off on How To Leave Your IRA To Those You Love

Health Insurance Marketplace Calculator

Health Insurance Marketplace Calculator If you’re anticipating a bonus or increased salary, you may be able to reduce your household income by contributing to an IRA or HSA, among other ideas.  This may qualify you for the premium tax credit, … Continue reading

Posted in All Posts, Health | Comments Off on Health Insurance Marketplace Calculator

AdvisorClient.com Enhancements (for our investment clients, from Dedicated Investment Advisers, LLC, STEVE CLOTT, CPA CFP®, managing member )

Subject Line: AdvisorClient.com Enhancements – Live Next month Dear Valued Client, We are excited to announce that the new AdvisorClient.com web experience will be live next month! To make for a smooth transition, please familiarize yourself with the enhancements and … Continue reading

Posted in Investments | Tagged | Comments Off on AdvisorClient.com Enhancements (for our investment clients, from Dedicated Investment Advisers, LLC, STEVE CLOTT, CPA CFP®, managing member )