Independent Brokerage Service

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.