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Watching The Tape

Watching The Tape: January 6, 2016

January 6, 2016: Back to the Future Edition, A random walk through recent economic, market and business headlines “You can’t connect the dots looking forward; you can only connect them looking backwards.”  – Steve Jobs ‘Tis the season once again: Prediction Season. This is the time of year when gurus and sages crawl out from under…
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529 College Savings Plan

Hot News: PATH Act Impact on 529 Plans

On December 18, 2015 the Protecting Americans from Tax Hikes (PATH) Act of 2015 was passed. Among other benefits, this legislation made some enhancements to the popular 529 college savings plan. Technology Since technology has become such an integral part of higher education, the tax code is now reflective of the importance computer ownership and…
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Retirement Plans

Fintrust Press Release Dec. 10, 2015

MYERS joins FINTRUST Greenville, SC – FinTrust Investment Advisors is pleased to announce that Douglas E. Myers has joined the firm. Myers has a B.S. of Industrial Management from Georgia Institute of Technology and over 20 years of experience in the securities industry working with both institutional and retail accounts. FinTrust Partner Allen Gillespie stated,…
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Financial Checklist: Nearing Retirement

Hot News: Rethinking Social Security in 2016

 NEW YEAR, NEW YOU Social Security Strategy Recent budgetary legislation approved by Congress and signed by President Obama will result in major changes to the available Social Security claiming strategies. Section 831 (Closure of Unintended Loopholes) found in the Bipartisan Budget Act of 2015 has left many retirees and pre-retirees in a state of confusion…
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Watching The Tape

Watching The Tape: November 17, 2015

Watching the Tape: A random walk through recent economic, market and business headlines, November 12, 2015 “History”, a philosopher once said, “is the story of unintended consequences”. Examples: Prohibition outlawed alcoholic beverages in America. Unintended consequence: Prohibition created a new class of outlaws: the mafia. Speaking of unintended consequences… Kudzu was planted in the South to…
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Rollover IRA

Hot News: Retirement Plan Contribution Limits Unchanged for 2016

Retirement Plan Contribution Limits Unchanged for 2016 The Internal Revenue Service (IRS) provided some expected but unwelcome news recently regarding the amount of money that investors can save toward retirement. Due to insufficient inflation, no cost-of-living adjustments will be made affecting dollar limitations for retirement savings accounts for 2016. Employer Sponsored Plans For those individuals…
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