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Retirement Savings: Traditional, Roth, or Both?

February 2020

Choosing a traditional or Roth structure for your IRA or employer-sponsored retirement plan — such as a 401(k), 403(b), or 457(b) plan — is a key decision in your retirement saving and distribution strategies. While these distinctions are important at… Read more

Do Target-Date Funds Hit the Bull’s-Eye for You?

February 2020

More than half of 401(k) participants have assets invested in target-date funds.1 These “all-in-one” funds are often the default option in workplace plans, and their apparent simplicity appeals to many investors. But target-date funds are not as simple as they… Read more

Three Generations of Retirement Strategies

February 2020

Generational disagreement is a constant of family life, but a recent survey found that millennials, Gen Xers, and baby boomers agree that saving and planning for retirement is a top financial goal.1 When it comes to pursuing that goal, however,… Read more

HOT TOPIC: The SECURE Act and Your Retirement Savings

February 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted in December 2019 as part of a larger federal spending package. This long-awaited legislation expands savings opportunities for workers and includes new requirements and incentives for employers that… Read more

Is It Time to Step Up Your Digital Marketing?

January 2020

In a 2019 poll, 28% of Americans said they are now online “almost constantly,” up from 21% in 2015.1 Consequently, digital marketing is a cost-effective way to reach a larger audience of potential customers. Here’s how you can put your… Read more

Business or Hobby? It’s All About Taxes

January 2020

Many successful businesses began in garages or around kitchen tables. And many businesses lose money in their early years. However, some ventures that begin with business aspirations never make money and turn into expensive hobbies. The difference between a money-losing… Read more

Rain, Sleet, Snow — and Lawsuits?

January 2020

The winter months are a great time for entertaining. In many areas of the country, they can also be a time for icy sidewalks and slippery steps. Naturally, you should make every effort to help ensure that your house and… Read more

Running with the Dogs

January 2020

The Dogs of the Dow is a simple investing strategy that combines an emphasis on dividends and value. It involves investing in the 10 stocks from the Dow Jones Industrial Average (the Dow) that have the highest dividend yields on… Read more

Give and Receive with a Charitable Remainder Trust

January 2020

Scientific research suggests it really is better to give than to receive — that spending money for the benefit of others may lead to longer-lasting happiness than spending money on yourself.1 However, by structuring a donation using a charitable remainder… Read more

HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains

January 2020

On December 13, 2019, the United States and China announced a “phase one” trade agreement just before new tariffs were scheduled to go into effect.1 Six days later, the House of Representatives passed the United States–Mexico–Canada Agreement (USMCA) in an… Read more

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