March 2017 RPS Home Page   |   Newsletter Home     
Top Tax Breaks
Your federal income tax liability might be higher if it were not for almost 200 provisions that benefit certain taxpayers.
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Is It Wise to Trade Your Pension for a Lump Sum?
The prospect of a large check might be tempting, but cashing in a pension could have costly repercussions for your retirement.
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Social Security COLA and Medicare Premiums
The Social Security cost-of-living adjustment (COLA) for 2017 was just 0.3%, the lowest percentage increase in history except for years when there was no COLA at all. The COLA is based on changes in the consumer price index (CPI), as measured from the third quarter of one calendar year to the next.
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Why IPOs Faded in 2016
The number of U.S. companies raising capital through initial public offerings (IPOs) dropped significantly in 2016. For the first nine months of the year, only 79 companies executed IPOs, raising a combined $13.4 billion. Why the slowdown?
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This information is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. © 2017 Broadridge Investor Communication Solutions, Inc.

THE RETIREMENT PLANNING SPECIALISTS, LLC is a Registered Investment Advisory firm specializing in retirement planning and investment management for individuals committed to a secure financial future. Our objective is to help our clients make educated and informed decisions in order to reduce taxes, increase income, and secure their financial future. If we can be of assistance to you or someone you know, please contact us at the address and phone number below:
The Retirement Planning Specialists, LLC
5460 S. Quebec Street, Suite 333 • Greenwood Village, Colorado 80111 • (303) 771-3088 • (888) 771-5406
www.RPSpecialists.com