Archive for December, 2018
U.S. OUTLOOK FROM TOP ECONOMIST ED HYMAN & GLOBAL PORTFOLIO MANAGER MATTHEW MCLENNAN
Part I of our exclusive annual U.S. outlook from Wall Street’s long-reigning king of economists, Ed Hyman with global portfolio manager, Matthew McLennan.
HYMAN & MCLENNAN: WHAT TO READ
HYMAN: ANSWERS TO THE BIG QUESTIONS
After 38 years and counting as Wall Street’s number one economist, Ed Hyman is still looking for answers to the big questions. He recommends a book by the world-renowned, visionary physicist, Stephen Hawking that tackles them.
MCLENNAN: THOUGHT- PROVOKING FINANCE
What really happened in the 2008 financial crisis? How did former Fed Chairman Paul Volcker withstand the onslaught of criticism over his recession-inducing monetary policy? Global portfolio manager, Matthew McLennan found some answers in two recently read books.
MORNINGSTAR’S PERSONAL FINANCE GURU, CHRISTINE BENZ TAKES US THROUGH AN ANNUAL FINANCIAL WELLNESS CHECKUP
How fit is your retirement plan? Personal finance guru Christine Benz takes us through a financial wellness checkup.
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TAKE FULL ADVANTAGE OF TAX DEFERRED SAVINGS PLAN
TAKE FULL ADVANTAGE OF TAX DEFERRED SAVINGS PLANS
2019 ALLOWED CONTRIBUTIONS RISING
- 401(k) OR SIMILAR WORKPLACE RETIREMENT PLAN:
- $19,000 for under age 50
- $6000 catch-up contribution for age 50 or older remains the same
- INDIVIDUAL RETIREMENT ACCOUNTS – I.R.A.’s:
- $6000 for under age 50
- $7000 for age 50 or older
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- HEALTH SAVINGS ACCOUNTS – H.S.A.’s:
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- $3500 for under age 55
- $1000 catch-up contribution for age 55 or older remains the same
- HEALTH SAVINGS ACCOUNTS = TRIPLE TAX BENEFIT
- tax-free contribution
- tax=free growth
- tax-free withdrawals
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