Understanding how capital gains and losses impact your taxes can help you make smarter investment decisions. Learn how different tax rates apply, strategies to offset gains with losses, and key considerations for maximizing tax efficiency.
February 11, 2025
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Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
February 10, 2025
Find out more With the 2024 reference year RxDC reporting deadline approaching in June, plan sponsors should refamiliarize themselves with the reporting requirements. The 2024 reference year RxDC Reporting Instructions have been released, though there were no changes to the reporting requirements or data elements from last year.
February 10, 2025
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Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets.
February 10, 2025
Find out moreA new report highlights the risks and oversight challenges of including cryptocurrency in 401(k) plans, citing high volatility, regulatory uncertainty, and cybersecurity threats. With federal agencies urging extreme caution, plan sponsors must carefully evaluate their fiduciary responsibilities and stay informed on evolving regulations.
February 6, 2025
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Plan sponsors should prepare for an earlier premium payment deadline in 2025 due to changes from the Bipartisan Budget Act of 2015. While efforts to repeal the rule continue, the Pension Benefit Guaranty Corporation urges sponsors to adjust their filing processes and stay informed on potential regulatory updates.
February 3, 2025
Find out more A Roth IRA conversion can help reduce taxes in retirement, but it’s not the right move for everyone. Before making the switch, consider these five key factors that could impact your tax liability, income, and long-term financial strategy.
February 3, 2025
Find out moreStocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports.
February 3, 2025
Find out more Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C.
January 27, 2025
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