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Individual Retirement Accounts (IRAs)—the annual contribution limit for both traditional and Roth IRAs is $5,500 with a $1,000 catch-up contribution.

The SIMPLE—the annual contribution limit on SIMPLE retirement accounts for 2018 is $12,500. The SIMPLE catch-up limit is $3,000.

Tags: Taxes

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January 2016 ushered in a great tax savings opportunity for those who are 70 ½ or more years of age. That’s because 2016 is the year Congress finally gave permanent approval to the option of Qualified Charitable Distributions, or QCDs.

The Profile of a QCD Candidate

The only stipulations to participate in a QCD are that you are 70 ½ years of age or older, that you have a traditional Individual Retirement Account (IRA), and that you are willing to donate to an IRS-qualified charity.

Tags: Tax Management

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Precious metals and rare gems continue to increase in value, making an investment in fine jewelry enticing for some.

Following are a few reasons jewelry can be a wise investment:

  • Jewelry is portable. You need nothing more than a safety deposit box to secure its value.
  • Jewelry is tangible. Unlike stocks, bonds, and other market investments, you can hold value in your hand. For some people, this security makes the risk of investment worthwhile.
  • Fine jewelry can retain its value. Based on recent trends, the price of precious metals and gems is likely to continue its uphill climb; as a result, the price of fine jewelry will also increase.

Tags: Investments

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