Investment Insights & Tax Planning
Investment Insights
View a quick 2 page brief of the top 10 provisions of the new Secure Act 2.0 passed into law in late 2022.
Rather than fear volatile markets, investors should maintain their composure by staying focused on long-term economic and market expectations. In this paper, experts discuss three simple principles that can help you maintain perspective, focus, and discipline.
The experts at JP Morgan share their latest interactive guide to market and economic trends, statistics, recaps, and commentary.
S&P 500® Index annual returns since inception
Both a Traditional IRA and a Roth IRA are convenient, tax-advantaged ways to invest for retirement. Before you invest, use this brochure to get to know the features and benefits of each one.
Your retirement income can vary widely depending on what type of account holds your savings and what assumptions are made about overall returns and tax rates during the accumulation and withdrawal periods. Use this simple hypothetical comparison to help you decide which might be right for you.
A bond rating is a way to measure the creditworthiness of a bond, its quality, and its stability. Here’s a quick reference sheet to help you understand what all those letter-based ratings mean.
After a lifetime of work, it’s great to take a trip, help the kids, or get a new TV. But before you get what you want, make sure you have what you need. This easy to understand road map can help you create a process to manage your budget in retirement.
Tax Planning
Tax brackets, deductions, contribution limits, eligibility, RMD tables, and more
Tax brackets, deductions, contribution limits, eligibility, RMD tables, and more
Wondering what’s taxable and what’s exempt? This page will help with the changes in tax treatment of retirement and pension benefits.
How long you store records should be determined by a retention schedule that balances each record's usefulness with the legal requirements. This chart can help you decide what to keep and what to shred.
Converting some or all of your tax-deferred retirement assets to a Roth IRA may yield significant benefits down the road. However, there are many considerations that should go into such a decision.
Health care costs in retirement are high, but there are ways to save more effectively. Health Savings Accounts (HSAs) create a method to save on a tax-free basis now for qualified medical expenses in the future.