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The Henderson Group was recently featured in a Case Study by IPS Advisor Pro®, which provides software for financial planners that assists with developing Investment Policy Statements specific to clients. 

 

 


View from the Valley

 

 

November 23, 2011 - Year-End Tax Planning: 10 Things to Keep In Mind

 

 

October 17, 2011 - Occupy

 

 

September 23, 2011 - Stormy Markets

 

 


Newsletters

 

March 2011 Newsletter

 

 

 


 Resources

 

Making Financial Resolutions - Look Back at Last Year

 

 

College Board releases 2011-2012 College Cost Figures.

 

 

"The amount you can contribute to your IRA and retirement plan is limited by IRS rules. On October 20, 2011, the IRS issued the inflation adjusted limits for 2012. While the amount you can add to your regular IRA remains unchanged, what has changed is the income for determining the deductibility of traditional IRA contributions as well as whether you can contribute anything to your Roth IRA. The IRS has also raised the amount you can add to your 401(k), 403(b), and 457(b) plans to $17,000, up from $16,500 (the first increase since 2009)."

 

 2012 IRA and Retirement Plan Limits

 

 

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