by Louis Sarris | Nov 15, 2023 | Articles
I thought you might be interested in the enclosed changes contemplated for 2024 with the Social Security act …! https://storage.pardot.com/887923/1697666061GMPk6KQr/Simplicity_Social_Security_Fact_Sheet_10.17.23_v03.pdf
by Louis Sarris | Nov 15, 2023 | Articles
The Fed has decided to hold interest rates at the current level, rather than an increase, or, as we were, hoping, even a slight decrease… there their position is firm, and that the Fed is trying to get the inflation number down to 2%, which is a difficult undertaking...
by Louis Sarris | Nov 15, 2023 | Articles
I am uncertain as to whether this bill could ever pass the scrutiny of Congress, however, it’s important to know, that it is being given thought accordingly...
by Louis Sarris | Nov 15, 2023 | Articles
These are unprecedented times when you have mortgage interest rates, hovering in the range of 7%, while at the same time, real estate values continue to increase because of reduced number of homes for sale. Homeowners have decided to “stay put “until interest rates...
by Louis Sarris | Nov 15, 2023 | Articles
Ed Slott, CPA, is among the formost authorities on tax matters in the USA… I believe the following information should be considered as part of your planning going into the future...
by Louis Sarris | Nov 15, 2023 | Articles
In my opinion, this is one of the most effective methods for accumulating assets, over a lifetime, as they are not taxed, while they are growing and are not taxed upon retirement. A win-win...
