What Your Advisors Are Reading This Month A Financial Articles Reading List from your WPC Advisors What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers insightful. Be sure to check back […]
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Establish a Roth IRA It is never too late to start but starting early is best! A Roth IRA offers a unique combination of tax advantages and flexibility, making it an excellent choice for young savers. If one understands and takes full advantage of the power of a Roth IRA early, they could be a
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What Your Advisors Are Reading This Month A Financial Articles Reading List from your WPC Advisors What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers insightful. Be sure to check back
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What Your Advisors Are Reading This Month A Financial Articles Reading List from your WPC Advisors What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers insightful. Be sure to check back
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New Year – What’s New in 2o25 Part 2 This blog addresses the allowable tax limits for annual gifts, QCD’s and transferring wealth to individuals or organizations in 2025. This is important information to know so you can plan your giving strategically. Our first blog was about 401(k) and IRA contribution information to know so
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New Year – New Information to Know – What’s New in 2o25 401(k) and IRA contribution limits to know in 2025 so you can make your adjustments early and save more. Super Catch-Up Contribution in 401(k)’s In 2025, the rules of catch-up contributions in 401(k)s will change for the better for people between the ages
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Retirement Seen Through Your Eyes For some 2025 may be the year of retirement. If this applies to you, have you taken a moment to look ahead and assess what that could mean for you and your family? Now is the time to prepare by asking yourself some pointed questions like those listed in this
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What Your Advisors Are Reading This Month A Financial Articles Reading List from your WPC Advisors What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers interesting. Be sure to check back
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Social Security 5 Facts You Need to Know Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind. 1. Social Security Is a Critical Source of Retirement Income Some
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It is essential to review your estate planning documents every couple of years or when life events change. Not all circumstances require amendments or modifications to your current documents; however, it is always good to look over your directions, appointments and pre-determined plans. If nothing else, it is a good exercise to remind yourself of
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