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Annual Market Review 2022
To download the 2022 Market Review, click here.
Read MoreKey Retirement and Tax Numbers for 2022
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2022. Estate, Gift, and Generation-Skipping Transfer Tax The annual gift tax exclusion (and annual generation-skipping transfer tax exclusion) for 2022 is…
Read MoreFebruary 2022 IAC Video
Following the Inflation Debate
During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.1 The annual increase in the Consumer Price Index for All Urban Consumers (CPI-U) — often called headline inflation — was due in part to the “base effect.” This statistical term means the 12-month comparison was based on…
Read MoreAugust 2021 Market Review
To download the August 2021 market review, click here.
Read MoreJuly 2021 Market Review
To download the July 2021 market review, click here.
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