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Enhanced Child and Dependent Care Credit for 2021 Tax Year

There are improvements made by the American Rescue Plan Act (ARPA) to the child and dependent care tax credit for the 2021 tax year. The credit covers eligible expenses that you pay to care for one or more qualifying individuals so you can work, or if you’re married,...
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Home-Sweet-Home Equity

Buying a home is a long-term commitment, so it’s not surprising that older Americans are much more likely than younger people to own their homes “free and clear” (see chart). If you have paid off your mortgage or anticipate doing so by the time you...
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Growing Interest in Socially Responsible Investing

U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier. Sustainable, responsible, and impact (SRI) investments now account for nearly one-third of all professionally managed U.S. assets.1 This...
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Enhanced Child Tax Credit for 2021

If you have qualifying children under the age of 18, you may be able to claim a child tax credit. (You may also be able to claim a partial credit for certain other dependents who are not qualifying children.) The American Rescue Plan Act of 2021 makes substantial,...
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IRAs Are Top Tool for Retirement Savings

Individual retirement accounts are the largest pool of U.S. retirement assets, which totaled $33.1 trillion at the end of the third quarter of 2020. Source: Investment Company Institute, 2020 Prepared by Broadridge Investor Communication Solutions, Inc....
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