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2018 Spring Newsletter



Tax Reform: Before and After
Please click the link to a very simplified summary of the changes that may affect
you as a result of the 2017 Tax Cuts and Jobs Act.
http://www.rfcplan.com/resource-center/tax/tax-r eform-before-and-after

Charitable Gifting From Your IRA and Potentially Avoiding Income Tax
Referencing a previous RFC newsletter, Qualified Charitable Distributions “QCDs”
may provide an opportunity to make significant tax planning impacts.

What Should I do?
Please click the link to a video below for timely reminders of how to best deal with
the bombardment of information related to news, markets, and world economies.
Tuning Out The Noise

Now and Then
Click this link to read Dave’s Story. (Read Daves Story) written by Dave Goetsch, executive producer of The Big Bang Theory. In Now and Then, Dave reflects on how his transformed view of investing has helped him navigate this year’s market uncertainty with calm and confidence. His account highlights the benefits of
working with a financial planner and having a long-term perspective on market


2018 Contribution Limits:
401k, 403b and 457 plans increase to $18,500 with an additional $6,000 catchup
limit for those age 50 and over.

Traditional and Roth IRA remain at $5,500 with an additional $1,000 catch-up
limit for those age 50 and over.

Congratulations! Leslie, our team member, recently gave birth to a baby girl,
Abigail Jane, on February 20, 2018, 7 lbs 3 oz. and 20″ long. Mom and baby are
both doing well.

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