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When will you reach your next Turning Pointe?

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Changes to Social Security?

https://www.flickr.com/photos/keoni101/

Provided by Keith Klein

The “Bipartisan Budget Act of 2015” which was signed into law in November of this year dramatically changes Social Security planning. Section 831 of the law, titled  “Closure of Unintended Loopholes,” impacted two powerful claiming strategies called “File and Suspend” and “Restricted Application.”

I Maxed Out My 401(k)! Now What?

now what.pngBy Kimberly Rotter with Keith Klein

Read on Investopedia

If you’ve already reached your 401(k) contributions limit for the year (or soon will), that’s a high-quality problem. But it’s still a problem. You can't afford to fall behind in the funding-retirement game (who knows what the cost of living will be when you stop working?). And losing the contribution's reduction in your gross income isn't going to help your tax bill next April, either.

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