Newsletters

• Variable Annuities: Strategies to Help Counter Retirement Risks

  Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

• Navigating Medicare Open Enrollment

  The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

• Key Retirement and Tax Numbers for 2026

  This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

• Closed-End Funds May Offer Higher Income

  Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.