Recent White Papers
In March 2021, the American Rescue Plan Act became law, providing additional relief for those impacted by COVID-19. The bill gave aid to the economy, public health, state and local governments, individuals, and businesses. In this guide, you’ll learn about… Recovery Rebates Enhancements to the Child Tax Credit Enhancements to the Child and Dependent Care...
Did you know that tax planning and strategy implementation needs to occur prior to December 31st? Most tax strategies are only available during the tax year so don’t wait! This tax checklist covers the important tax items that you need to collect and strategies you might want to implement before the year-end. This checklist includes:...
2021
Do you want to pursue a better investment experience? Our comprehensive guide highlights 10 key decisions that can help investors effectively target long-term wealth in the capital markets. Learn what strategies can help you improve your odds of success and set you up for long-term success. In this guide, you’ll learn… How to let markets...
More White Papers
After a lifetime of saving, making the transition to retirement means facing a whole new set of challenges. Today’s retirees face a retirement landscape that is very different from the one their parents saw. Americans are living longer and enjoying active lifestyles, and may need to rely on their retirement strategies for longer. The key information […]
Want to learn the little-known secrets to help you prepare for retirement? This Retirement Readiness Guide includes 7 important and simple plays to help you get retirement ready despite the uncertainties that we may face. Planning for your retirement is something that takes time, so start today for a bright future tomorrow. In this guide […]
The word “taxes” may not be on the top of everyone’s list of favorite things to address. But, with some forward-looking preparations, managing your taxes does not have to be burdensome with the help of this tax planning guide. In this guide, you’ll learn… Important Tax Deadlines 2021 Tax Brackets Tax Issues & Updates for […]
Newly updated for 2021: Whether you are retiring in a few months or a few years, Social Security is one of the most important decisions of your retirement. This Social Security Handbook walks you through what you will need to know for 2021 and beyond. This guide will explain… History of Social Security Recent Changes […]
Like physical fitness, financial fitness requires consistent action across long periods of time. But the exact steps to take vary depending on your age and stage of life. Cracking the Financial Code at Any Age lays out areas to focus on throughout your financial journey. Whether you’re just starting out, in the middle of your career, or rapidly […]
Keeping up with the constant tax changes can be difficult and finding all the information that affects you can take a lot of your time. But with our new guide, you’ll have all the tax provisions and changes affecting you for 2021 at your fingertips on one easy document. What you’ll learn: 2021 Tax Rate […]
Interested in a retirement account that will expand your finances tax-free? Learn everything your need to know about Roth IRAs in this white paper. In this guide, you’ll learn… What a Roth IRA is and the benefits Differences between a Roth IRA and Traditional IRA Rules of Roth IRA contribution limits Roth IRA conversions and […]
Newly updated for 2020: Making contributions to an Individual Retirement Account, otherwise known as an IRA, is all about saving now so you can enjoy the retirement of your dreams later on. One of the biggest advantages of an IRA is that your contributions (and any growth thereafter!) will grow tax-free. Now there are several […]
Asset location is a strategy in which investors attempt to enhance after-tax returns by carefully considering the tax treatment and future expected returns of each asset class prior to determining where to hold each security. In this guide, you will learn: What Asset Location is Rebalancing Opportunities How Asset Location Affects Your Portfolio
The 5-year clock starts with the first dollar in your first Roth IRA. This guide will lay out what you need to know for Roth IRA withdrawals. In this guide, you will learn some of the rules for Roth IRA withdrawals: Roth IRA withdrawals when you are OVER 59 1/2 Roth IRA withdrawals when you […]
The Coronavirus Aid, Relief and Economic Security Act (CARES Act) was signed into law March 27, 2020. The CARES Act will allocate $2.2 trillion of relief funds for individuals and businesses affected by the coronavirus pandemic. This guide will lay out how the CARES Act could affect you. In this guide, you will learn the […]
Newly updated for 2020: Interested in growing your money in a retirement account that is tax-free? Learn the ins and outs of Roth IRAs in this white paper. In this guide, you’ll learn… What exactly a Roth IRA is Eligibility requirements Contribution limits The difference between a Roth IRA and a Traditional IRA And more! Don’t wait to […]
