Workers Opportunity Tax Credit

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Hiring Incentives – WOTC, What is It? & Who Qualifies? Modified on: Thu, 8 Dec, 2016 at 10:33 AM What is WOTC? WOTC is a Federal tax credit available to employers who hire and retain veterans and individuals from other target groups with significant barriers to...

What We Know and What We Can Control

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I have never been a proponent of market timing and I certainly can’t  predict the future. But we are currently experiencing an all time high in the market. The question is…How high will it go before we see some sort of correction. Economist agree that the current...

TSP withdraw rules

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Final Withdrawal When you finally decide to withdraw your account account balance you can have TSP transfer it to your own IRA account or eligible retirement plan or take it out in the form of monthly payments. These options can be combined  as long as the account holder has not...

TSP Basic Investment Rules

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For Federal Employees the TSP is the third component of the FERS retirement System along with the FERS annuity and Social Security. Investing in your TSP is an important way for you to build up a valuable nest egg for your retirement. Under “traditional” investing the...

Business Owners…Are you leaving dollars behind?

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I often do public speaking, mostly for networking groups and business owners. One question I ask in my presentation: Are you aware of the tax mitigation and federal tax incentives available to you as a business owner? They look at me funny and say what is that. Of course there...

Quick Cash From Your Retirement Account? Think Twice…

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Watch out if you think that you should use your TSP for quick Cash Using a strategy of tapping into retirement accounts such as IRA, TSP, 401K etc. can be dangerous. Read what our expert in the industry says about that.(Read more…)

Social Security May Be In Worse Shape Than Trustees Suggest

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  Social Security May Be In Worse Shape Than Trustees Suggest The Social Security Trustees made their projections last month showing the program’s sizable shortfall and its trust fund’s insolvency date, but there are other projections that show a more dire state...

Brexit

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1)  Our financial markets are very fragile right now, and BREXIT is a great indicator of that.  Some of the global markets have opened down as much as 10%.   So if you own mutual funds, ETF’s, actively managed funds, or bonds for that matter, you have exposure to the impact...

TSP Returns Year to Date

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Thrift Savings Plan Returns: Monthly and Annual – G, F, C, S, I and L Funds Updated: July 5, 2016 Returns represent earnings after deduction of accrued administrative expenses, and, in the cases of the F, C, S, I, and L Funds, after trading costs and accrued investment...
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