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March 23, 2019

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Steiner and Granger Financial Services: Retirement plan and IRA limits for 2012

Provided by Steiner & Granger
Insurance and Financial Services
jgranger@sagepointadvisor.com

Many retirement plan and IRA limits are indexed for inflation each year. Some of the key numbers for 2012 are discussed below.

Elective deferrals
If you're lucky enough to be eligible to participate in a 401(k), 403(b), 457(b), or SAR-SEP plan, you can make elective deferrals of up to $17,000 in 2012, up from $16,500 in 2011.

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Granger and Steiner: Keeping market volatility in perspective

Provided by Steiner & Granger
Insurance and Financial Services
jgranger@sagepointadvisor.com

Keeping Market Volatility in Perspective

When markets are volatile, sticking to a long-term investing strategy can be a challenge. Though past performance is no guarantee of future results, it might help you keep the ups and downs in perspective to see how recent market action compares to previous market cycles.

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Steiner & Granger: Can you get to a million dollars?

Provided by Steiner & Granger
Insurance and Financial Services

jgranger@sagepointadvisor.com

Often in life, you have investment goals that you hope to reach. Say, for example, you have determined that you would like to have $1 million in your investment portfolio by the time you retire. But will you be able to get to a million dollars?

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Steiner & Granger: Medicare open enrollment period starts sooner and ends earlier

Provided by Steiner & Granger
Insurance and Financial Services
jgranger@sagepointadvisor.com

What is the Medicare open enrollment period?

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Steiner & Granger: Holding steady in the face of market volatility

Provided by Steiner & Granger
Insurance and Financial Services

jgranger@sagepointadvisor.com

Anyone who has even a passing interest in financial news and the investment world knows that we are in a period of unusual events and uncertainty. Although some recent developments are unprecedented, and the headlines can be alarming, history counsels against overreacting. It's important to approach the tumult in the financial markets with an eye toward the practical and not the emotional.

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Steiner & Granger: Life insurance policy loans - tax and other implications

Provided by Steiner & Granger Insurance and Financial Services
jgrander@sagepointadvisor.com

As the owner of a life insurance policy, you can generally borrow the policy's cash surrender value and use the proceeds for any purpose. Before you take a policy loan, be sure you understand the implications of the loan on the policy itself as well as any tax implications, now and in the future.

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