Your Inflation and Cost of Living Adjustments, Investment Strategies, and Business Tax Provisions
Discover information on your cost of living, investments, and taxes.??
Inflation Adjustments?
Comprehensive Key Numbers:??
These days when we talk about inflation, we are likely discussing how much more we have been paying for food and gasoline. But inflation also should factor into our tax and financial planning for 2024. The Internal Revenue Service has announced the 2024 inflation adjustments for more than 60 tax provisions, including tax rate schedules and other tax changes. There have also been cost-of-living adjustments for 2024 to Social Security, Medicare and Medicaid.?
Investment Strategy??
Weekly Investment Brief:?
Our leading experts bring you their timely research and insights on topics that matter most to you. With commentary on Fed activity, inflation, economic growth, interest rates, equity markets, bond markets, investment strategy, and more, our Chief Investment Office delves into today’s trends and tomorrow’s opportunities.?
Find information on recent economic news, such as:??
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Social Security Benefits?
Making Your Social Security Decisions?
When to start taking Social Security benefits is one of the most critical financial decisions most Americans will make as they approach retirement.?
Taking your money too late or too early could cost thousands, even hundreds of thousands, of dollars. Read advice on questions such as:??
Business Tax Provisions
Unlocking Tax Advantages: Understanding ESOP Rollovers for Privately Held Companies?
As part of our commitment to keeping business owner clients informed about valuable financial opportunities, we are pleased to provide you with this insightful brief on a powerful tax provision known as the ESOP (Employee Stock Ownership Plan) tax-free rollover. Designed to incentivize the growth of ESOPs and encourage strategic business transitions, this provision can offer substantial benefits to certain shareholders or groups of shareholders in privately held companies.?
If you are interested in learning more about how these topics affect your plan, please contact our advisory team.?
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