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Financial Services Articles

 

When Should You Take Social Security Benefits?

When Should You Take Social Security Benefits?

Posted by Jeffrey Budzinski on March 29, 2021

The age that retirees may start receiving 100% of their Social Security benefit ranges from 65 for people born in 1937 or earlier to 67 for people born in 1960 or later. However, you can also opt to receive reduced monthly benefits as early as age 62 — or you can choose to receive a higher monthly benefit by deferring receipt up until age 70.

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The Long-Term Impact of CARES Act Loans and Distributions on Retirement Savings

The Long-Term Impact of CARES Act Loans and Distributions on Retirement Savings

Posted by Bryan Staniszewski on February 18, 2021

The Coronavirus Aid, Relief, and Economic Security (CARES) Act allowed plan sponsors to relax loan and distribution rules in 2020, giving participants greater access to funds during the pandemic. These provisions were implemented to provide relief as many employees do not have adequate short-term savings.

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January/February 2021 Market and Economic Update

January/February 2021 Market and Economic Update

Posted by David Schlein on February 09, 2021

This January/February video provides an update and recounts the top events that have affected the market and economy in the last several weeks.

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Tax Implications of Holding Precious Metal Assets in Your IRA

Tax Implications of Holding Precious Metal Assets in Your IRA

Posted by Bryan Staniszewski on December 16, 2020

In today's uncertain investing climate, you might be thinking about diversifying your IRA portfolio to include some direct and indirect investments in gold, silver, and other precious metals. If so, what are the possible tax implications?

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September/October 2020 Market and Economy Update

September/October 2020 Market and Economy Update

Posted by David Schlein on October 05, 2020

In this September/October video, Martin provides an update and recounts the top events that have affected the market and economy in the last several weeks.

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August 2020 Market and Economy Update

August 2020 Market and Economy Update

Posted by David Schlein on August 28, 2020

This August video provides an update and recounts the top events that have affected the market and economy in the last several weeks.

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How to Avoid Penalties on Early Retirement Account Withdrawals

How to Avoid Penalties on Early Retirement Account Withdrawals

Posted by D’Marie Murray on August 10, 2020

The COVID-19 pandemic has resulted in many people borrowing from their companies' qualified retirement plans. If economic fallout from the pandemic causes you to default on one of these loans, it will cause negative tax and retirement-saving consequences.

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Collect Art? Make Sure Your Estate Plan Addresses It

Collect Art? Make Sure Your Estate Plan Addresses It

Posted by Robert Ingrasci on July 16, 2020

For art collectors, it's critical that their estate plans address their collections separately from other types of assets. That's because there are special appraisal and documentation rules for art. Collectors also need to decide whether they want to sell, bequest or donate their collection. Donating can be an effective way to reduce capital gains and estate taxes.

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IRS Issues Guidance on COVID-19 Distributions from Retirement Plans

IRS Issues Guidance on COVID-19 Distributions from Retirement Plans

Posted by D’Marie Murray on July 16, 2020

The IRS recently issued guidance related to coronavirus-related distributions allowed under the CARES Act. The guidance applies to qualified individuals, employers, and eligible retirement plans. It explains who qualifies to take an eligible distribution. It also includes relief to anyone who already took a required minimum distribution in 2020 from certain retirement accounts.

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July 2020 Market and Economy Update

July 2020 Market and Economy Update

Posted by David Schlein on July 06, 2020

This July video provides an update and recounts the top events that have affected the market and economy in the last several weeks.

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