November 2016 - The Us Wealth Advisors

6 Potential Tax-Law Time Bombs Affecting IRAs

By stevesharp|2016-11-25T09:00:23+00:00November 25, 2016|IRAs, Tax Planning|

6 Potential Tax-Law Time Bombs Affecting IRAs It's Black Friday...and we're talking about savings...or what we thought were great tax savings ideas! Some of these items have been in federal budget proposals for years. It may be only a matter of time before they become law. And it could considerably change planning strategies for many people. The 2017 Congressional budget proposal includes six little-known but important tax time bombs that could affect your individual retirement accounts. Joe Ross, vice president of sales productivity and business [...]

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All You Need Is Love

Tax IRS

All You Need Is Love

By stevesharp|2016-11-17T09:00:21+00:00November 17, 2016|Tax IRS|

All You Need Is Love No matter who we voted for, we can all agree that this has been the nastiest presidential election since Thomas Jefferson called John Adams a hermaphroditic bastard. This week it's finally (finally!) come to an end. Whether you're elated or nauseated by the results, there's probably one emotion you share with most Americans right now: relief that the campaign is over. You've taken a long hot shower, and you got to enjoy your Sunday afternoon football with no political ads. [...]

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A Special Thank You!

Veterans

A Special Thank You!

By stevesharp|2016-11-11T09:00:18+00:00November 11, 2016|Veterans|

A Special Thank You! All of us at Theus Wealth Advisors are thankful for the dedication and sacrifices that all veterans and their families proudly make for our country. From our family to yours, Thank You Veterans. As of 2014, the VA estimates that there are about 22 million veterans in the US population. Add in those currently serving, and it equals about 8% of the population. There are so many excellent stories of service, sacrifice and heroism for the cause of freedom, both here [...]

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Breathe! We’re going to be just fine…

Tax Planning

Breathe! We’re going to be just fine…

By stevesharp|2016-11-09T09:00:16+00:00November 9, 2016|Tax Planning|

Breathe! We're going to be just fine... Breathe! The election is over... and hopefully the hype and hyperbole as well, at least for a while. Election seasons are one of the most volatile and unpredictable time periods that take place on a consistent basis around the world. The 2016 presidential election was no different, with investors wondering, “How should I rebalance my portfolio to protect my investments and take advantage of the election’s effect on the economy?” Believe it or not, I only received 2 [...]

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