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Insights


11/26/2018

Tax-Advantaged Ways to Save for College

In the college savings game, all strategies aren't created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college, so that you can potentially accumulate more money over time.

11/19/2018

Understanding Defined Benefit Plans

Though it's easy to do, don't confuse a defined benefit plan with another type of qualified retirement plan, the defined contribution plan (e.g., 401(k) plan, profit-sharing plan). As the name implies, a defined benefit plan focuses on the ultimate benefits paid out.

11/5/2018

Understanding Social Security

Although most people receiving Social Security are retired, you and your family members may be eligible for benefits at any age, depending on your circumstances.

10/29/2018

Deciding What to Do with Your 401(k) Plan When You Change Jobs

When changing jobs, it's essential to consider the continued tax-deferral of these retirement funds, and, if possible, to avoid current taxes and penalties that can eat into the amount of money you've saved.

10/22/2018

Saving for Retirement and a Child's Education at the Same Time

You want to retire comfortably and you also want to help your child go to college. So how do you juggle the two? You may be able to reach both goals if you make some smart choices now.

10/4/2018

Medicare Open Enrollment Begins October 15

The Medicare Open Enrollment Period begins on October 15 and runs through December 7. Any changes made during Open Enrollment are effective as of January 1, 2019.

9/25/2018

Taxation of Investments

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed?

8/7/2018

U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt

According to the most recent Congressional Budget Office (CBO) projection, the federal budget deficit for fiscal year 2018 will reach $793 billion, or 3.9% of gross domestic product (GDP).

6/20/2018

Interest Rates Rise on Federal Student Loans for 2018-2019

Interest rates on federal student loans are set to rise for the second year in a row. This table shows the interest rates for new loans made on or after July 1, 2018, through June 30, 2019.

3/22/2018

IRS Releases Updated Form W-4 and Withholding Calculator

These updated tools can help you check your 2018 tax withholding to determine if it's still appropriate following passage of the Tax Cuts and Jobs Act in December 2017