Rick Alford

   Rick Alford, CRP
February 2015 Edition
Tax Changes for 2015
Projected Retirement Limits for 
401k & Non-401k Related Plans
Tax Breaks
Don't Blink or You Might Miss Out...
Are you ready for the 4 biggest changes to IRA's in 2015?
FDIC Insured Market Linked CD 
February 2015 Highlights
Piggy Bank
  • 12.03% One Year Return
  • 401k, IRA, 403b, ROTH all qualify
  • Diversified exposer to 7 different asset classes
  • Terms from 5.75 to 8 years 
  • Up to 2% Minimum Annual Return
A note from the Accounting Sleuth:
Prospects Good for 2015, but
Long-Term Returns 
More Relevant

By and large, market pundits are expecting another positive year for the stock market, although double-digit returns are probably not a realistic expectation.

Social Security Timing Class Schedule  February 2015 at Collin College

Do you know the 567 ways to claim?  Which way is right for you?
There may be retirement benefit strategies available to you that could substantially increase 
your future payments,
even if you have already begun collecting. 

Classes available at the Preston Ridge Campus:
Tuesday Feb 17th at 6:30pm or Thursday Feb 19th at 6:30pm

Register online at www.RSVPyes.com enter code #351696 
or call 
Reserve your seat TODAY!
Last months most popular topic:
Ed Slott, CPA
Do you know the Single Biggest Benefit in the Tax Code and how YOU 
can take advantage of it? 

"America's IRA Expert" 
Ed Slott, CPA tells you how! 

Watch this quick and informative video of Ed Slott, CPA as he tells you how to protect your retirement income by using the IRS rule book.   
Watch Now
Social Security Changes
for 2015

Retirees will get bigger checks, and some workers will receive benefit statements.
  • Bigger Payments
  • Higher Tax Cap
  • Larger Earning Limits
Next month's issue:

Q & A About After-Tax Contributions

"What the experts are saying"
Round Table Discussion

How to Receive a
Tax-Free Income
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