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 MoreThe New Identity Requirements for Social Security: What You Need to Know
By Anne ZavagliaPosted on April 9th, 2025
In recent years, the rise in identity theft and cybercrime has prompted a significant overhaul in how we secure personal information. One of the latest […]
Learn MoreQ1 2025 Market Review
By Clint EdgingtonPosted on April 7th, 2025
Relatively subdued inflationary pressures and strong economic performance across the economy started the quarter with the bull market intact, hitting all-time highs in February. The […]
Learn MoreFourth Quarter 2024 Market Review
By Clint EdgingtonPosted on January 15th, 2025
The U.S. equity market trends that were persistent throughout 2024 continued in the 4th Quarter; and U.S. equity markets had their second consecutive year of […]
Learn MoreTax Numbers and Inflation Adjustments for 2025
By Anne ZavagliaPosted on January 14th, 2025
The Internal Revenue Service makes cost-of-living and annual inflation adjustments each year. The changes affect contribution limits for retirement plans and various tax deductions, exclusion, […]
Learn MoreSocial Security Fairness Act Signed into Law
By Anne ZavagliaPosted on January 13th, 2025
The Social Security Fairness Act passed the House and Senate late last year, and was signed into law by President Biden on January 5, 2025. […]
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 MoreFinal Regulations for Required Minimum Distributions
By Anne ZavagliaPosted on October 8th, 2024
In July, the IRS issued the long awaited final regulations on required minimum distributions (RMDs) from retirement accounts. The regulations became effective on September 17, […]
Learn MoreQ3 2024 Market Review
By Clint EdgingtonPosted on October 8th, 2024
Equity and fixed income markets both experienced broad gains this quarter, with the S&P adding nearly 6% to its 22% year-to-date gain and the U.S. […]
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