Archive for 'August 2017'

    MyRA Forced into Early Retirement

    August 10, 2017 12:30 PM by Brian Dobbis

    Economics trumped the original intent of helping low- to middle-income savers. So, now, a Roth IRA is the only rollover option.

    THE ROAD TO RETIREMENT with BRIAN DOBBIS 

    On July 28, the U.S. Treasury Department announced plans to end the Obama administration’s myRA program, less than two years after it started, in late 2015.  

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    Obamacare Surtax Is Likely to Survive

    August 4, 2017 11:58 AM by Brian Dobbis

    So be sure to revisit ways to mitigate the impact of that 3.8% levy on investment income.

    THE ROAD TO RETIREMENT with BRIAN DOBBIS 

    In case you missed it, while the Republican-led Senate repeatedly failed its attempts to repeal the Affordable Care Act (ACA), there came news—surprising to some—that the Senate wants to retain the 3.8% net investment income (NII) surtax.

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