October 16th, 2010
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Planning Your Financial Future
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October 2010
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Fall is on the way, which hopefully means the “Stink Bugs” will be on their way out. Four feet of snow in the winter, a record number of 100 degree days in the summer. Hasn’t this been fun. But don’t let these things distract you from your financial goals!!
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Medicare Annual Enrollment Season Is Here
The annual enrollment period for Medicare runs from November 15 through December 31. During this period, you can make changes to your Medicare coverage that will be effective on January 1, 2011. Even if you like the Medicare coverage you already have, it’s a good time to explore your options, especially if your health or financial circumstances have changed.
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They’re Baaack: RMDs for 2010
In response to deteriorating economic conditions in 2008, Congress waived required minimum distributions (RMDs) from IRAs and defined contribution employer plans for the 2009 calendar year. This allowed individuals to avoid having to deplete retirement plan assets while the value of those assets was suddenly depressed. But RMDs are back for 2010. Here’s how the rules apply.
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Year-End Investment Planning Is More Challenging in 2010
Significant changes in the tax code scheduled to go into effect in 2011 could substantially alter the taxation of your portfolio. That could in turn affect whether your current investments will still be appropriate in the future.
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What does a stronger dollar mean for my portfolio?
A stronger dollar can have a profound impact on the value of your portfolio, even if you don’t think you own any international investments.
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Why should I care about Europe’s debt problems?
How is it possible for the debt of such a relatively small country as Greece to have such a profound impact on investments in a 401(k) plan a continent away?.
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This entry was posted on Saturday, October 16th, 2010 at 8:52 am.
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