For married couples, certain retirement accounts may allow a non-working spouse to continue building savings for the future.
Learn more about retirement account contribution strategies – link in comments
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A proposed DOL rule could change how 401(k)s approach alternative assets.
The proposal focuses on the process fiduciaries use to evaluate alternative investments rather than restricting specific asset types – link in comments
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The Federal Reserve hasn’t cut rates since December 2025. But how does that affect your investment portfolio?
Learn more about how the Fed rate affects different assets – link in comments. #fedrates#diversification#equitytrust
Social Security can play an important role in retirement income, but it doesn’t have to be the only source.
Explore ways to grow your retirement savings – link in comments #retirementplanning#retirementsavings#equitytrust
For some, springtime is home-buying season.
With additional inventory, shifting demand, and new competition, investors may want ways to stay on top of market dynamics.
Explore real estate data reports – link in comments #equitytrust#housingmarket#realestateinvesting
Differences in goals, timelines, and investment preferences can shape how couples approach retirement planning. Coordinating early can help create a more unified long-term strategy.
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Confidence in day-to-day finances doesn’t always extend to areas like long-term investing or retirement strategies. Continued education can help close those gaps over time.
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From diversification to alternative assets and rebalancing, there are several ways investors approach managing volatility within an IRA.
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If you're self-employed or earning 1099 income, you can still contribute up to $77,500 to your Solo 401(k) by April 15 for the 2025 tax year.
Learn more about the Solo 401(k) – link in comments #equitytrust#solo401k#taxplanning
You still have time to max out your retirement account for 2025. This final window can make a difference before you file your taxes.
Review 2025 contribution deadlines and limits – link in comments #equitytrust#retirementplanning#contributionlimits