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More Secure 2.0 Retirement Enhancements Kick in This Year

In 2025, SECURE 2.0 introduces mandatory automatic enrollment in new retirement plans, increased catch-up limits for certain workers, and reduced participation requirements for long-term part-time workers. Our Mike Dullaghan highlights the details of the new provisions.

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Early Planning Can Mean Smooth Sailing for Tax Season

Prepare for 2024 taxes by organizing forms, documenting charitable contributions, maximizing retirement savings and reporting rental income.

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SECURE 2.0: What’s New for 2025?

In 2025, the SECURE 2.0 Act boosts retirement savings with new rules for higher catch-up contributions, auto-enrollment and expanding access to savings plans. Our Bill Cass shares the highlights.

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2025 Outlook: Uncovering Retirement Opportunities for Advisors

The growth in US retirement assets offers potential opportunities for retirement plan advisors to likewise expand their business. Our Mike Dullaghan discusses growth opportunities in the retirement market and how to enhance client engagement.

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Rebuilding Hope: Immediate Assistance and Financial Guidance for Wildfire Victims

State and federal agencies are providing immediate assistance and financial aid for essentials for wildfire victims in California. Our Bill Cass shares some financial strategies to secure emergency funds and plan finances.

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Social Security Changes Mean Higher Benefits for Certain Public Workers

The Social Security Fairness Act is expected to enhance benefits for many starting in 2024. Our Bill Cass explains the significance of the new law.

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Transforming 2024 Insights Into 2025 Action

Use this guide to transform our 2024 Retirement Insights into action in 2025, focusing on areas of plan design, tax credits and participant engagement. Our Mike Dullaghan shares the highlights.

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Key Tax Figures for 2025

A look at the 2025 tax rates and contribution limits means individuals may save or gift more this year. Our Bill Cass shares the updated key tax figures and some planning considerations for the year ahead.

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Time Is Running Out: Is a Roth IRA Conversion Right for You in 2024?

Taxpayers may want to consider a Roth IRA conversion for 2024 but need to act before the end of the year to realize income this year. Our Bill Cass explains when a Roth conversion may make sense.

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End-of-Year Giving Tips: Tax Savings Through Charitable Contributions

To maximize tax benefits from year-end charitable giving, you may want to use strategies like lumping contributions, making qualified charitable distributions from IRAs, and gifting appreciated assets.

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Franklin Templeton’s 2025 Outlooks for Equities and Fixed Income Sectors

Five of Franklin Templeton’s specialist investment managers provide their annual outlooks for the global economy and key asset classes, including global equities; global fixed income; global infrastructure; the macro fixed income environment; municipal bond market; high yield bond market; small cap equities; U.S. dollar; U.S. economy; and U.S. equities.

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Year-End Estate Planning: Strategies for Maximizing Tax Benefits and Legacy Planning

With year-end looming, consider taking action now to determine if annual gifts make sense. Our Bill Cass shares useful strategies to consider for estate planning.

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What Retirement Plan Advisors Need to Know About In-Plan Retirement Income Solutions

It is important for savers to understand guaranteed and non-guaranteed options when looking at retirement solutions offered within a 401(k) plan. Our Mike Dullaghan shares the highlights and talks about the need for personalized strategies.

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By the Numbers: Changes Set for Social Security and Medicare in 2025

In 2025, Social Security will see a 2.5% cost-of-living adjustment. At the same time, Medicare Part B premiums and the annual deductible will increase.

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Act Before Year-End to Manage Your Tax Bill

Before the year 2024 comes to a close, it's time to optimize your tax strategy. Our Bill Cass shares some tips including timing deductions and harvesting losses.