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Friday, April 10, 2026 - Broadridge Content

A simplified employee pension (SEP) is a written plan that allows employers to make retirement contributions to individual retirement arrangements (called SEP-IRAs) set up for each eligible plan participant. These contributions may be deducted from the business's income and are generally excluded from the employee's income (see "Note" below). In addition, eligible employees can make IRA contributions to their existing SEP-IRA accounts. Although SEP-IRAs can accept higher annual contributions than traditional IRAs, SEP-IRAs are subject to most of the procedures and federal income tax rules that apply to traditional IRAs.

Friday, April 10, 2026 - Broadridge Content

A private annuity is the sale of property in exchange for an unsecured promise to make payments for the rest of your life. A private annuity differs from a commercial annuity because you arrange the annuity with a private party instead of a financial organization (e.g., an insurance company). You (the seller or annuitant) transfer complete ownership of property to another party (the buyer or obligor). The buyer in turn makes an unsecured promise to make periodic payments to you for the rest of your life (a single life annuity) or for your life and the life of a second person (a joint and survivor annuity). A joint and survivor annuity provides payments until the death of the last survivor (e.g., payments continue as long as either the husband or wife is still alive). A typical private annuity involves the transfer of appreciated property from parents to their children.

Friday, April 10, 2026 - Broadridge Content

The child tax credit is a per-child tax credit against your personal income tax liability.

Thursday, April 23, 2026 - Broadridge Content

A traditional individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to traditional IRAs are either tax deductible (the money goes into the IRA pre-tax) or nondeductible (you pay income tax on the money that goes into the IRA). Regardless of whether your contributions are tax deductible, amounts contributed to a traditional IRA grow tax deferred inside the IRA.

Tuesday, August 11, 2026 - Investopedia

Buffett’s value investing philosophy shows that you don’t need complex formulas or rapid trades to build wealth.