Midyear Checkup: Can You Contribute More to Your Retirement Plan?
- Broadridge Content
This may be a good time to make sure you are on track to meet your annual contribution goal.
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Tax Credit for IRAs and Retirement Plans (Saver's Credit)
- Broadridge Content
The Economic Growth and Tax Relief Reconciliation Act of2001 made significant changes to IRAs and retirement plans. One provision ofthe act allows some low- and middle-income taxpayers to claim a partial,nonrefundable income tax credit (the "saver's credit") for contributing tocertain tax-deferred retirement savings vehicles. The credit can be appliedagainst the taxpayer's regular income tax liability (or minimum tax liability,if paying under the alternative minimum tax system) and is in addition to anyincome tax deduction the taxpayer receives for making the contribution. Thepurpose of this provision is to encourage retirement savings among those who,typically, can least afford to save.
The Power of Dividends in a Portfolio
- Broadridge Content
Have you considered adding dividends to your portfolio?
Bonds, Interest Rates, and the Impact of Inflation
- Broadridge Content
Understand how bonds behave and what can affect your investment in them.
Market Month: April 2026
- Broadridge Content
The latest issue of Market Month is available.
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