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THE ALBITZ/MILOE FINANCIAL BLOG

We’re passionate about providing you with information about finances, financial planning, investing, and more.  Choose a category below to start reading or view our recent posts.

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Medicare Changes in 2019

January 9, 2019 Medicare Changes in 2019 By Sylvia Salguero, Financial Advisor Since the enactment of the Medicare Modernization Act in 2003, high income individuals have been subjected to IRMAA, which stands for income related monthly adjustment amount. (In the vernacular this is referred to as means-testing.)  Medicare beneficiaries whose income exceeds $85,000 for individuals and [...]

January 10th, 2019|

529 Plan State Tax Traps

January 10, 2019 529 Plan State Tax Traps! By Paul Miloe, CRPS® In 2017, Congress passed the Tax Cuts and Jobs Act (H.R.1), and it was signed into law in December of that year.  As part of this package, changes were made regarding qualified distributions from 529 College Savings Plans.  Under the new law, up to $10K [...]

December 10th, 2018|

Growth is Solid, Inflation is Benign, Why Worry?

November 16, 2018 Market Commentary Growth is Solid, Inflation is Benign, Why Worry? It was another volatile week in financial markets as fears around slowing global growth were exacerbated by worries over Brexit. This, as the cabinet minister in charge of negotiating a Brexit deal with the European Union resigned over the direction of the proposed [...]

November 23rd, 2018|
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