The Versatile Roth IRA

By Broadridge Advisor Solutions
Posted 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 […]

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The New Identity Requirements for Social Security: What You Need to Know

By Anne Zavaglia
Posted 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 […]

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Q1 2025 Market Review

By Clint Edgington
Posted 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 […]

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Fourth Quarter 2024 Market Review

By Clint Edgington
Posted 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 […]

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Tax Numbers and Inflation Adjustments for 2025

By Anne Zavaglia
Posted 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, […]

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Social Security Fairness Act Signed into Law

By Anne Zavaglia
Posted 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. […]

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What’s New for 2025?

By Broadridge Advisor Solutions
Posted 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 […]

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Social Security COLA Lower for 2025

By Broadridge Advisor Solutions
Posted 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 […]

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Final Regulations for Required Minimum Distributions

By Anne Zavaglia
Posted 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, […]

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Q3 2024 Market Review

By Clint Edgington
Posted 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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