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Future of the Federal Estate Tax

While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate tax and related changes to the federal gift tax, the federal generation-skipping transfer (GST) tax,...
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Don’t Let Rising Interest Rates Catch You by Surprise

You’ve probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn’t directly control consumer interest rates, but changes to the federal funds rate (which is the rate banks use to lend funds to each...
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Cartoon: Father and Daughter Bonding Experience

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2017
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I’m thinking about buying a new home. Should I consider the risk of climate changes?

If you’re thinking about buying a home, you probably have a checklist of qualities you’re looking for as you shop around. But have you considered how environmental factors could affect your choice? In the event your dream home is in an area that could be...
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Withdrawal Options for Your Thrift Savings Plan (TSP)

The Federal Thrift Savings Plan (TSP) is a tax-deferred retirement savings and investment plan set up to help federal civilian employees and military personnel save for retirement. The TSP is a defined contribution plan. Employees and servicemembers are eligible to...
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Expect the Unexpected: What to Do If You Become Disabled

In a recent survey, 46% of retirees said they retired earlier than planned, and not necessarily because they chose to do so. In fact, many said they had to leave the workforce early because of health issues or a disability.¹ Although you may be healthy and financially...
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