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fixed annuities


Small Businesses Should Prepare for Stronger Tax Enforcement

February 2023

The Inflation Reduction Act of 2022 is providing the IRS with an influx of about $80 billion to modernize outdated technology and rebuild a depleted workforce, which is expected to improve enforcement to the tune of about $200 billion over a... Read more

HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers

February 2023

The $1.7 trillion appropriations bill passed by Congress at the end of last year included some notable provisions affecting workplace retirement plans and IRAs. Dubbed the SECURE 2.0 Act of 2022, the new legislation builds on the sweeping Setting Every... Read more

Stretch IRA Alternatives

January 2023

The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning strategy that allowed an inherited IRA to continue growing tax deferred, potentially for decades. Most nonspouse beneficiaries, including children and grandchildren, can no longer... Read more

A 529 Plan Can Help Jump Start Your College Fund

January 2023

Busy, cash-strapped parents might welcome all the help they can get when saving for college. Building a college fund, even a small one, can help families feel more in control and less stressed during the college research and admission process.... Read more

Tips for Safe Online Shopping

January 2023

According to the National Retail Federation, online sales accounted for over $1 trillion of total U.S. retail sales in 2021.1 Online shopping is especially popular during the holiday season, enabling you to avoid the crowds and conveniently purchase gifts using... Read more

Taking Control of Your Retirement Savings

January 2023

When you leave your job or retire, you have an opportunity to manage your funds in an employer-sponsored retirement plan such as a 401(k), 403(b), or government 457(b) plan. Depending on the situation, you generally have four options. Rollover The... Read more

Naming a Trusted Contact

January 2023

When you open an account or update an existing account at a brokerage or a financial firm, you may be asked if you want to designate a “trusted contact.” This individual may be contacted in certain situations, such as when... Read more

HOT TOPIC: Is the Yield Curve Signaling a Recession?

January 2023

Long-term bonds generally provide higher yields than short-term bonds, because investors demand higher returns to compensate for the risk of lending money over a longer period. Occasionally, however, this relationship flips, and investors are willing to accept lower yields in... Read more

Is It Time to Buy an Electric Vehicle?

December 2022

Record-breaking fuel prices may have you thinking about buying an electric vehicle sooner rather than later. All electric vehicles (EVs) or plug-in electric vehicles (PEVs), as they’re also called, run on electric energy stored in a rechargeable battery rather than... Read more

IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

December 2022

The Tax Cuts and Jobs Act nearly doubled the standard deduction beginning in 2018 and indexed it annually for inflation through 2025 ($12,950 for single taxpayers and $25,900 for joint filers in 2022; $13,850 and $27,700 in 2023). The result... Read more

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