Legacy Wealth Management
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Timely Topics
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The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
How much can you afford to pay for a car?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator is designed to help you attach a dollar figure to your life’s work.