Ed Slott Presents: Retire Safe and Secure

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Congress has just upended 30+ years of the tax code – what does it all mean for you and your family?   More importantly, how can you protect your hard-earned savings?  As a member of the Ed Slott’s Elite IRA Advisor Group, we are excited for his newest public television special, Retire Safe and Secure! with Ed Slott, which will be airing live from Philadelphia on March 18th, 2018.  

 

Don’t miss Retire Safe & Secure! with Ed Slott

Presented by WHYY Philadelphia

Sunday, March 18, 6:00 pm on WHYY

PLEASE JOIN US IN SUPPORTING WHYY!

Your tax-deductible donation strengthens our community through the power of public media on television, radio and online. Click here to donate to WHYY.

Find out when Ed will visit a city near you for a live pledge drive: . Check local listings for air times.

9 INVESTMENT PITFALLS

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The financial markets reached record highs in 2017, reflecting a growing economy.[i] Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate.[ii]

Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. While balancing ongoing changes can seem daunting, a steady course can help buffer you against turbulence and uncertainty.

To help you overcome these challenges, we’ve compiled a list of common mistakes and guidelines. Click link to download full article. 9investmentPitfallsFS3.10.18

 

 

 

Build Your Portfolio Around Your Risk Comfort Level

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Do you know how much risk you are comfortable with and how much risk is in your portfolio? Join us on March 21, 2018 at 12:00  pm EST for a 30 minute webinar to learn about tools that you can use to pinpoint your risk number and build a portfolio that fits your risk tolerance and goals.

Wednesday, March 21, 2018

To access the Live Webinar, click here

If you experience problems registering, please email natalie@franklinplanning.com or call (856) 401-1101

For those of you who can’t participate on the computer and would like to call in, let us know and we will send you the slides so you can follow along! Or contact Natalie Meglino at natalie@franklinplanning.com and request to be registered.

Annuity product guarantees are not offered by Global Financial Private Capital, LLC or GF Investment Services, LLC.

Understanding Annuities

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Carol Schmidlin

Presents a Complimentary Live Webinar:

“Understanding Annuities“

Special Webinar: Given the recent turmoil in the stock and bond markets, many people are looking to protect some of their profits and look at alternative vehicles like annuities. Before doing so, it is important to have a thorough understanding of how these vehicles work.

Understanding Annuities

Annuities are good, annuities are bad. What is it? One thing for sure is that annuities can be complicated. There are tremendous advantages for some people to own an annuity, along with disadvantages for some. During this webinar we will discuss the four types of annuities, the pros and cons of each type, along with the safety concerns.

Join us for a timely webinar:

Wednesday, February 21, 2018

from 12:00 – 1:00 pm EST

To access the Live Webinar, click on the link below:

https://register.gotowebinar.com/register/3063044070332754177

If you experience problems registering, please email natalie@franklinplaning.com or call (856) 401-1101. For those of you who can’t participate on the computer and would like to call in, let us know and we will send you the slides so you can follow along! Or contact Natalie Meglino at natalie@franklinplanning.com and request to be registered.

 To access the Live Webinar, click here.

If you experience problems registering, please email

natalie@franklinplanning.com or contact 856-401-1101

** For those of you who can’t participate on the computer and would like to call in, let us know and we will send you the slides so you can follow along! Or contact Natalie Meglino at natalie@franklinplanning.comand request to be registered.

Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. Investment advisory services offered through Global Financial Private Capital, LLC.

Happy 20th Anniversary Roth IRA! – Author: Carol Schmidlin

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January 1, 2018, marks the 20th Anniversary of the Roth IRA, which was established by the Taxpayer Relief Act of 1997 and named for its chief legislative sponsor, Senator William Roth of Delaware. Investing in a Roth allows you to pay tax on the seed (the smaller, contribution amount) and reap the bounties of the harvest (the contributions plus earnings) tax free!

Hoorays for the Roth IRA:

  • Earnings come out tax free as long as five years have passed since you opened your Roth IRA and you are 59½ or older.
  • Contributions to a Roth IRA can be withdrawn anytime, for any reason, tax-free and penalty free. In contrast, all withdrawals from a traditional IRA are subject to income tax and generally subject to a 10% early withdrawal penalty if taken before age 59½.
  • There is no age limit on making contributions to Roth IRA’s, while one can no longer contribute to a traditional IRA upon reaching the year in which one turns age 70½.
  • You can contribute the maximum to a Roth employer plan and the maximum to a Roth IRA, as long as you are under the income limits in the chart below.
  • You are not required to take a Required Minimum Distribution (RMD) from a Roth IRA.

Contribution limits for 2018 are $5,500 ($6,500 age 50 or over), however there are income restrictions that may not permit you to contribute to a Roth IRA.

Click here for full article.