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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Q2 2024 Market Review

By Clint Edgington
Posted on July 15th, 2024

The quarter started with investor concerns of continued inflation subduing expectations of multiple rate cuts due to higher inflation readings and the Fed’s April release […]

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Maximize Your Tax Savings by Utilizing a Health Savings Account

By Anne Zavaglia
Posted on July 12th, 2024

Health savings accounts (HSAs) are available to those who participate in a high-deductible health plan. HSAs are tax-advantaged accounts that offer tax savings now and […]

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Superfunding 529 Plans to Reduce Your Estate and Taxes

By Anne Zavaglia
Posted on July 12th, 2024

529 plans are tax-advantaged plans similar to Roth IRAs; funded with after-tax dollars, tax-free growth, and tax and penalty-free withdrawals if used for qualified educational […]

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