Archive for 'November 2016'

    Three Trends That Defined 2016

    November 28, 2016 9:38 AM by Giulio Martini

    Here’s a look at key factors that have influenced economies and markets in the current year—and their investment implications for 2017. 

    As the current year winds down, we thought this would be a good opportunity to review three key trends that have affected economies and markets in 2016—and what their implications may be for investors in 2017. 

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    2017: For U.S. Equities, Time to Get Small, Cyclical, and Active

    November 21, 2016 3:50 PM by Brian Foerster

    Economically sensitive sectors should lead the market higher, while small- and mid-cap stocks are finally poised to outpace mega-caps.

    Elections have consequences, and that has been profoundly true this past year. The United Kingdom’s referendum vote in June to leave the European Union (“Brexit”) recalibrated global growth expectations as a result of potentially slower growth in the United Kingdom. Its impact won’t be known until Article 50 of the Lisbon treaty (which sets out how an EU member might voluntarily leave the union) is invoked in 2017, ushering in a host of risks around trade, economic growth, and the political effects on the EU. 

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    Understanding Eligible Rollover Distributions

    November 17, 2016 3:48 PM by Brian Dobbis

    The law has some peculiar loops and twists.


    A rule of thumb for retirement investors says to roll over employer plan assets, such as a 401(k), 403(b), or governmental 457, to an IRA to continue the deferral of taxation. Most of the time, this advice is well founded. But an investor may roll over only an eligible rollover distribution (ERD).  

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    Aftertax 401(k) Rollover Opportunities

    November 10, 2016 11:15 AM by Brian Dobbis

    Much needed guidance on aftertax 401(k) contributions and subsequent distributions, which have been a source of confusion. 


    Do your clients have aftertax dollars in their 401(k)s or similar employer plans?  While many advisors are familiar with the rules that apply to pretax and or designated Roth 401(k) contributions and distributions, they are not as familiar with the unique planning opportunities that aftertax dollars offer plan participants.

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    Election 2016: Some Insights for Equity Investors

    November 4, 2016 3:32 PM by Lord Abbett Editorial Staff

    Here’s a look at how stocks have fared in the wake of past U.S. presidential elections—and some equity strategies that may be well suited for today’s environment. 

    On November 8, U.S. voters will put an end to one of the most contentious election cycles in modern history. Over the last year, market pundits and economists have speculated about the direction of markets once the forty-fifth U.S. president is voted in. Perhaps it’s time to put aside the speculation and turn to the historical record for some insight.

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    2017 Retirement Plan Contributions and Income Limits

    November 4, 2016 12:05 PM by Brian Dobbis

    Amid negligible inflation, there was no increase in the cost-of-living index, but there were a few changes.


    On October 27, the IRS released the 2017 income and contribution limits for qualified plans and IRAs. As expected, most of the key limits remain flat from 2016, because the cost-of-living index did not rise sufficiently to trigger an increase. In fact, 2017 will mark the third consecutive year the 401(k) deferral limit has held steady at $18,000, and after five years, the IRA limit remains at $5,500, due to low inflation. 

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