Author Archives: WFFA

September 2017 Client Bulletin

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This month’s newsletter takes a look at Ginnie Mae funds for retirement planning, tax credits vs tax deductions, and R&D tax credits for small businesses.

August 2017 Client Bulletin

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This month we take a look at increasing college costs, FAFSA planning, asset allocation in 529 plans, the Trump tax plan, and how small business retirement plans compare.

July 2017 Client Bulletin

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Our July bulletin takes a look at calculating retirement needs, taxable versus tax-deferred accounts and how small companies can do well while doing good (by making charitable contributions).

June 2017 Client Bulletin

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Check out our June 2017 client bulletin for a look at the third best investment you can make, the many purposes behind a prenup, and 401(k) plans for companies without employees.

May 2017 Client Bulletin

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Check out our May 2017 client bulletin for a look at tax-wise portfolio rebalancing, social security strategies that still work and the benefits of a SIMPLE retirement plan.

April 2017 Client Bulletin

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Our April 2017 client bulletin takes a look at dealing with an IRS audit, deciding about a vacation home and having an ESOP as a retirement plan.

March 2017 Client Bulletin

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Check out our March 2017 client bulletin for a look at playing defense in a rising stock market, holding down premiums for Medicare Part B and safe harbor 401(k) plans for small companies.

February 2017 Client Bulletin

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Our February 2017 client bulletin takes a look at after-tax dollars in traditional IRAs, options for long-term care products, and a case for defined benefit plans for (very) small companies.

January 2017 Client Bulletin

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Our January 2017 client bulletin takes a look at handling hard-to-value IRAs with caution, the “other” exchange-traded funds, and profit-sharing plans for your small business.

December 2016 Client Bulletin

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Check out our December 2016 client bulletin! This month we take a look at various aspects of seeking a stable retirement, tax on foreign stock funds, and automatic enrollment retirement plans!