Financial News
April 2023 Market Review
To download the April 2023 Market Review, click here.
Read MoreHow Taxes Impact Your Retirement-Income Strategy
Retirees face several unique challenges when managing their income, particularly when it comes to taxes. From understanding how taxes relate to Social Security and Medicare to determining when to tap taxable and tax-advantaged accounts, individuals must juggle a complicated mix of factors. Social Security and Medicare People are sometimes surprised to learn that a portion…
Read MoreApril 2023 IAC Video Update
Quarter One 2023 Market Review
To download the Quarter One 2023 Market Review, click here.
Read MoreKeep an Eye Out for IRS-Related Scams
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As a result, it’s important to always be on the lookout for suspicious activity so that you don’t end up becoming the victim of a scam. One of the more common IRS scams involves phishing emails.…
Read MoreKey Retirement and Tax Numbers for 2023
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 2023. Estate, Gift, and Generation-Skipping Transfer Tax The annual gift tax exclusion (and annual generation-skipping transfer tax exclusion) for 2023 is…
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