Call us: 480-987-2700
Subscribe to our content
about-me-logofacebook-logolinkedin-logogoogle plus.jpgtwitter_logo.jpgPinterest Logo


Career Business Bonuses Salary 401(k) Taxes Profit Planning Investments
Family Divorce Marriage Engagement Education Home Life Insurance Savings
Wealth Distribution Charity Gifting Inheritance Family Trust Tax
Retirement Travel Leisure Income Longevity Medical Planning
When will you reach your next Turning Pointe?

happy retirement

Changes to Social Security?

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.

Syndicate content

Investment Advisory Services Offered Through CUE Financial Group, Inc. a SEC Registered Investment Advisor.  Securities Offered Through Foothill Securities Inc., Member FINRA & SIPC.  Foothill Securities, CUE Financial and Turning Pointe Wealth Management are not affiliated.

Website Design For Financial Services Professionals | Copyright 2020 All rights reserved