Beyond Bulls & Bears

By the numbers: Changes set for Social Security and Medicare in 2025
Wealth Planning

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. Our Bill Cass explains the key changes planned for Medicare and Social Security.

Act before year-end to manage your tax bill
Wealth Planning

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.

Modernizing retirement plans with alternative investments
Retirement

Modernizing retirement plans with alternative investments

Change is on the horizon for hard working Americans saving for their future, as 401(k) plans are now embracing private market investments. Savers may soon have access to opportunities previously reserved for institutional investors. Our Yaqub Ahmed and Kevin Murphy talk about the trends and opportunities.

Turning after-tax plan contributions into tax-free retirement income
Wealth Planning

Turning after-tax plan contributions into tax-free retirement income

Retirement plan savers looking to mitigate the risk of higher taxes in the future may benefit from making after-tax contributions to employer plans, which may be transferred to Roth accounts. Our Bill Cass details a “mega backdoor” Roth strategy.