The Tax Benefits of Your Retirement Savings Plan
- Broadridge Content
Your employer-sponsored retirement savings plan may offer a variety of tax benefits.
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Retirement Plans
- Broadridge Content
As an employer, you may want to establish one or more retirement plans for yourself and/or your employees. Having a plan can provide significant benefits for both you and your employees (if any). There are many different types of retirement plans, however, and choosing the right one for your situation is a critical decision. You want a plan that will meet both your goals as the employer and the needs of any employees you may have. In addition, it is important to balance the cost of establishing and maintaining a plan against the potential benefits.
Active vs. Passive Portfolio Management
- Broadridge Content
Active and passive portfolio management both have advantages and disadvantages.
Mortgage Rates Drop Nearly a Third of a Point as Iran Tensions Ease
- Investopedia
Mortgage rates have dropped nearly a third of a percentage point in less than two weeks, lowering the average 30-year rate to 6.41%.
Capital Gains Tax
- Broadridge Content
Capital gains tax is imposed on gains realized from the sale of capital assets such as a home, an investment, or a business interest. Special maximum tax rates generally apply to long-term capital gains; these rates are typically lower than the rates that apply to ordinary income. These special maximum rates also generally apply to qualified dividends.
Your Finances (and Mind) Probably Need a Spring Cleaning Right Now
- The New York Times
When the world feels uncertain, spend the season of renewal taking charge of what you can control: your budget.
The $1 Million Retirement Myth: Here’s What to Save Instead
- Bloomberg
People are often too rigid with their long-term savings benchmarks. Experts say it’s a costly mistake.
Travel in 2026: What U.S. Travelers Need to Know
- Broadridge Content
Geopolitical tensions, airport disruptions, rising airfare costs, and long TSA lines have made traveling in 2026 more complicated. Some keys to a safe and successful trip are to stay informed, plan ahead, and remain flexible.
What Is Asset-Based LTCI?
- Broadridge Content
Asset-based policies combine the benefits of life insurance or an annuity with LTCI.
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