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  Tips for funding a Roth account in 2023

  2023 could be a really good year to fund a Roth account. Why? Because of low current tax rates and changes to how the standard deduction, tax brackets, and retirement account contribution limits are adjusted for inflation. The high inflation of 2022 means that in 2023 the standard deduction will be higher, and federal income tax brackets will be expanded. As a result, some people could be looking at a lower federal income tax bill this year, making contributing to a Roth account more efficient.

  Client outcomes January 26, 2023

  • habits
  • investing strategies
  • retirement income
  • retirement planning
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  Markets pause on investor confusion

  Equity markets remain modestly higher for the year, though the lack of decisive movement reflects investors’ uncertainty.

  Capital Market Impact January 23, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Cycle Watch | January 2023: Putting off a recession for now

  December’s lower inflation reading could mean a slower pace of rate hikes in the coming months.

  Capital Market Impact January 19, 2023

  • economic growth
  • inflation
  • interest rates
  • investing strategies
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  Why volatility matters when investing

  While there were days in 2022 when stocks dropped significantly, market volatility was elevated all year.

  Capital Market Impact January 11, 2023

  • investing strategies
  • market commentary
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  Struggling Female Retirement Plan Participants Looking to Plan Sponsors for Help

  The impacts of high inflation and market volatility have led to more women making the difficult decision to delay their retirement.

  Client outcomes January 10, 2023

  • client relationships
  • investing strategies
  • retirement planning
  • women in retirement
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  Markets start the year strong on soft-landing hopes

  Equity markets began the year on a strong note, with the S&P 500® Index rallying more than 1% due to a strong rally Friday.

  Capital Market Impact January 9, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  How Financial Professionals can Help Clients Save for College: Coverdell Education Savings Accounts

  Coverdell ESAs are one of the federally sponsored investment opportunities created specifically to help save for college. This type of custodial account can be set up on behalf of a designated beneficiary for them to use for qualified education expenses once they turn 18.

  Client outcomes January 6, 2023
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  2023 economic and market outlook: The narrative shifts

  Expect slowing growth, further effects from Fed rate hikes and stock investors to return to fundamentals.

  Capital Market Impact January 3, 2023

  • market commentary
  • retirement planning
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  A Rising Tax Environment? What to Watch For.

  An updated look at the tax landscape this year and beyond.

  Beyond Investing December 30, 2022

  • economic growth
  • interest rates
  • taxes
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  Finding the Right Fit for your Client’s Long-term Care Planning

  There are more options than ever to help your client find LTC coverage that fits into their overall financial approach.

  Client outcomes December 29, 2022

  • client relationships
  • health care
  • Long-term care
  • retirement planning