Benefit Concepts

Benefit Concepts: Offering Individual and Corporate Solutions

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A couple of federal personal tax credits were available for the installation of certain energy efficient or clean energy property in your home. Under the One Big Beautiful Bill Act (OBBBA), these credits have expired for any proper https://t.co/0qB7zQnfX1

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The latest issue of Market Month is available. https://t.co/Ns4eHdeWc5

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A withdrawal from an IRA is generally referred to as a distribution. If you receive a distribution from your traditional IRA before you reach the age of 59½, the federal government considers this a premature distribution. Like all d https://t.co/LydnK2WfN5

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Households use this year’s bigger refunds to trim debt, pay bills — and treat themselves with what’s left. Is this you? https://t.co/ywTJGYzRps

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A profit-sharing plan is a type of qualified defined contribution plan in which you, the employer, contribute to the accounts of participating employees. As the name implies, your employer contributions are generally (but not necess https://t.co/S8vN8ZVh21

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Act soon to maximize benefits or minimize hits from last year’s tax changes, especially for charitable deductions, 529 accounts and withholding. https://t.co/q1K9OPG5BW

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In estate planning, life insurance is purchased for several reasons: (1) to provide cash to the insured's family for daily living expenses, (2) to provide cash for potential death taxes and estate expenses, and (3) to provide a shel https://t.co/lOdvM4oT46

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ESG strategies can be applied to the selection of bonds as well as stocks in portfolio construction and management. https://t.co/TkXFaplxXM

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Donor-advised funds are allowing those giving to charity to get ahead of tax-law changes. https://t.co/Y5xAruEa2E

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You can use a Roth 401(k) to accumulate a nest egg of tax-free retirement income. https://t.co/7wpFQTJ7iI

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Special tax provisions apply to members of the U.S. Armed Forces (commissioned officers, warrant officers, or enlisted persons in any regular or reserve unit under control of the Secretary of Defense, Army, Navy, or Air Force, or in https://t.co/yc75iO7TDQ

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New Trump accounts, available this summer, allow parents to jump-start tax-advantaged retirement savings for children at birth. The real power play is to stuff these accounts and then convert them into Roth IRAs for long-term tax sa https://t.co/hbvEeDgMyn

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Retirement plans offer many advantages for small businesses. https://t.co/yusmfU9Vkq

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The partial government shutdown means more TSA agents are calling out of work. While some airports have long lines on some days, they could be relatively short the next. Atlanta Airport reprimanded domestic passengers for trying to https://t.co/ai1QHH3lUh

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The Trump administration has breached so many norms that the old approach carries heightened risks, New York Times columnist Jeff Sommer says. https://t.co/4QNLSqL8Cu

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Did you know that Social Security benefits could be an important source of income for your survivors? https://t.co/8WA8TW5nKz

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This year marks 100 years of research-quality U.S. stock market returns. How important is this centennial? The movie Moneyball provides a good example. https://t.co/fqsJzUOucK

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Retirement is not just about money and savings, but instead is about living a life of purpose. Make sure you set your goals for what will bring you fulfillment and joy. https://t.co/wiETcbfSdQ

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It’s important, but not easy, to get the timing right for tax payments on income that doesn’t have withholding https://t.co/jyEjniSMZU

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See key market data for the week ending February 27, 2026. https://t.co/YRb0slsgu8