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Dec
1
2016
December 2016 Newsletter

What's Inside?

1) Seeking a Stable Retirement

2) Foreign Stock Funds Can be Doubly Taxing

3) Automatic Enrollment Retirement Plans

4) Tax Calendar

Pension Paucity

"Fewer than 20% of workers in the private sector have access to a traditional employer-provided defined benefit pension plan."


About Yuma, AZ

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First incorporated as Arizona City in 1871, Yuma was renamed in 1873 and is now the largest city in Arizona outside the metro areas of Phoenix and Tucson.

Learn more about Yuma

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(928) 726-9470