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Insights & Ideas

Keeping you at the forefront of modern investing
How to put a down payment on your family’s financial future using your expanded child tax credit payments.
Be sure you know what you’re getting into before you agree to a family loan.
Does your child have unearned income? Make sure you understand Kiddie Tax rules.
Three reasons to consider contributing to a Roth 401(k), if available.
IRAs may offer tax benefits but breaking the rules can have severe consequences for your savings. Here's how to avoid some common IRA tax pitfalls.
Why sometimes there’s no substitute for an outside financial expert.
If you’ve retired but are considering returning to work, be aware that your decision may affect your tax situation, Social Security and Medicare benefits.
If your income is too high to contribute to a Roth IRA, there’s another way in—but it comes with some caveats.
The president has proposed a series of tax increases, but can they make it through Congress? What should investors be watching for?
Although it’s not clear what final legislation could look like, there are possible ways to mitigate any potential tax impact.
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