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Jan
1
2017
January 2017 Newsletter

What's Inside?

1) Be Cautious With Hard-to-Value IRAs

2) The "Other" Exchange-Traded Funds

3) Profit-Sharing Plans for Your Small Business

4) Tax Calendar

Senior Ceiling

"In 2017, the maximum Social Security benefit for a worker retiring at full retirement age (now 66) is $2,687 a month, or $32,244 a year."


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