Tech Older Adults Want Now
Fitness wearables and password managers are among the hot topics for people ages 50 and up. Click here to learn more.
Here’s What Retirement Looks Like in America in Six Charts…….
From 401(k)s to healthcare, a look at how Americans spend time and money in retirement from the Wall Street Journal. Click here to discover more.
2023 Outlook – Capital Group/American Funds
Capital Group provides long-term perspective on markets and economies. Click here and download for their 2023 insights.
What Tax Advisers say the Midterm Elections Mean for Your Financial Plans: Hint – Multiyear Approach
The WSJ says the midterm elections give Americans an opportunity to map out their next three tax returns. Click here to read more.
Traditional vs. Roth IRA
Traditional vs. Roth IRA Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 27.3 million households.1 Both are IRAs. And yet, each is quite different. Up to certain limits, traditional IRAs allow individuals to make tax-deductible contributions into their account(s). Distributions from traditional IRAs are taxed as ordinary income, and if taken before age [...]