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This report explains the potential consequences of not raising the debt limit in a timely manner and provides an overview of new projections from the CBO for future deficits and the national debt.
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Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
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Queen Elizabeth II had a complex end-of-life plan, but you may also need an appropriate plan to help ease the burden on your family members.
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Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
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Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
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This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.
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This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
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Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
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Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
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Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.
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The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
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The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
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The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
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Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
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This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
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Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
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Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
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Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
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The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
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IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
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Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
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This article discusses the most common and costly types of scams, and how would-be victims can spot them.
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This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
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Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
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Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
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Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
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This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.
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Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
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Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
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This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
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The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?
