Setting and Targeting Investment Goals
- Broadridge Content
Ask yourself these questions when setting your investment goals.
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Knowledge is power! The following news has been carefully selected by our office to empower your learning. Dive into trending news, thought-provoking insights, and everything in between.
IRS Issues Annual List of Tax Scams
- Broadridge Content
Our latest Client Alert takes a look at the annual list of tax scams released by the IRS.
Money Purchase Pension Plans
- Broadridge Content
A money purchase plan is a type of defined-contribution plan that is similar to a profit-sharing plan, except that the contribution amounts are fixed rather than variable. Thus, employers are required to make annual contributions to each employee's account regardless of the company's profitability f
Private Annuity: Estate Freeze Technique
- 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.
What is the estate tax?
- Broadridge Content
The estate tax is a tax on property that is transferred to others upon your death.
You’ve Lost Your Health Insurance. It Shouldn’t Have Been a Surprise.
- The New York Times
Don’t rely on one mailed notice to protect your health coverage. Keep your mailing address, email, and mobile number updated with your insurer and Medicare, and watch all channels closely since notification rules can limit how insurers reach you.
The Potential Benefits of Roth IRAs for Kids
- Broadridge Content
Kids can get a head start on building wealth with a Roth IRA
Can I take money from my IRA without any penalty?
- Broadridge Content
There are a few exceptions to the 10% penalty on IRA withdrawals.
You Should Take That 'Boring' Meeting
- Harvard Business Review
We often assume “boring” conversations will be a waste of time. Research suggests the opposite: People consistently underestimate how engaging and valuable a conversation becomes once they actually join in. When you show up, stay present, and invest attention—especially in the meetings you’d normally dismiss—you can uncover hidden value, strengthen trust, and avoid the costly blind spots that come from tuning out.
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