Education Tax Credits
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You just paid your child's semester bill for college — do you qualify for either the American Opportunity credit or the Lifetime Learning credit?
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401(k) Plans
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This article offers an overview of 401(k) retirement savings plans.
Don't Take the Bait: Top Tax Scams in 2025
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The IRS warns taxpayers about potential tax scams in its annual "Dirty Dozen" release.
2026 Key Numbers
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A compilation of data from the most recent 2 years. Data is organized by topic area.
A Pension Freeze Can Reduce Retirement Income
- Broadridge Content
A pension freeze can reduce income you may have anticipated in retirement.
Market Month: November 2025
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The latest issue of Market Month is available.
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