Category
The Versatile Roth IRA
By Broadridge Advisor SolutionsPosted on April 9th, 2025
Used with care, the Roth IRA may help serve several objectives at once — like a multipurpose tool in your financial-planning toolbox. Retirement First and […]
Learn MoreCatch Up for a More Comfortable Retirement
By Broadridge Advisor SolutionsPosted on March 28th, 2025
A 2024 survey found that only a third of U.S. workers age 50 and older feel that their savings contributions have them on track to […]
Learn MoreDebt After Death: What Happens to Debt When Someone Dies?
By Broadridge Advisor SolutionsPosted on March 28th, 2025
Losing a loved one is never easy. In addition to the emotional challenges you may face, you might also be worried about what will happen […]
Learn MoreWhat’s New for 2025?
By Broadridge Advisor SolutionsPosted on December 20th, 2024
To help you stay informed, here are five changes you can look forward to in the new year. Higher catch-up contributions for some. As of January […]
Learn MoreSocial Security COLA Lower for 2025
By Broadridge Advisor SolutionsPosted on December 20th, 2024
The 2.5% Social Security cost-of-living adjustment (COLA) for 2025 continues the return to a more typical adjustment after high inflation resulted in big COLAs in […]
Learn MoreThinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
By Broadridge Advisor SolutionsPosted on October 8th, 2024
The Taxpayer Relief Act of 1997 provided homeowners who sell their principal residence an exclusion from capital gains taxes of $250,000 for single filers and […]
Learn MoreFAFSA for 2025-2026 School Year Opens December 1
By Broadridge Advisor SolutionsPosted on September 25th, 2024
For the second year in a row, the Free Application for Federal Student Aid, commonly known as the FAFSA, will be delayed. The FAFSA for […]
Learn MoreIf You Don’t Have a Will Yet, Why Not?
By Broadridge Advisor SolutionsPosted on September 25th, 2024
A will is a fundamental estate planning document. It outlines how you wish your property to be distributed, who should handle matters related to settling […]
Learn MoreDo You Need to Pay Estimated Tax?
By Broadridge Advisor SolutionsPosted on June 26th, 2024
Taxpayers are required to pay most of their tax obligation during the year by having tax withheld from their paychecks or pension payments, or by […]
Learn MoreCan Home Improvements Lower Your Tax Bill? It Depends
By Broadridge Advisor SolutionsPosted on June 3rd, 2024
Most home improvements are not tax deductible — with one possible exception. In certain situations, you may be able to deduct improvements deemed necessary for […]
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