News and Updates,Custom

2nd Quarter 2019

Exercise Your Financial Independence

Independence Day is a great time to take stock of your financial independence. As you progress in your career and life, your vision for retirement may come into sharper focus. Find out more about resources and tools to help you chart your progress towards your financial goals. [...continued]

Tax Breaks for Parents

It’s expensive to raise children, but Uncle Sam provides several tax benefits that can help offset some of the costs. Learn more about tax breaks for kids from kindergarten to college. [...continued]

Retiree Corner: Amending a Tax Return

When you filed your income taxes this year, did you discover any deductions or credits you may have overlooked in the past? It’s not too late to retroactively take advantage of those breaks. You have three years after the tax-filing deadline to amend your return and receive a refund. Find out how to amend your return, and frequently overlooked tax breaks you may have missed in the past. [...continued]

Around ICMA-RC

Find out more about ICMA-RC’s tools to help you manage your account, our TextAccess feature and Account Aggregation service, and how to see if you’re on track for retirement. [...continued]

Key Tax Rules When Selling Your House

Long before the for-sale sign goes up, it’s important to understand the tax consequences, key deadlines, and records you should be gathering to help reduce any tax bill on the profits from the sale of your home. [...continued]

Investing Spotlight: What Is Risk?

Most people worry about market risk — the possibility that investments in the stock market may lose value. But that’s only one type of risk that may affect you. Learn more about three key financial risks to balance when planning for retirement. [...continued]
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