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Wealth Management

How to Chart the Income From Taxable Non-Qualified Accounts to Avoid AGI Complications Come Tax Time

Non-qualified investment accounts are valuable tools for growing wealth, but they can also introduce complexity when it comes to taxes. Unlike retirement accounts, which often defer or shelter gains, taxable non-qualified accounts generate income in real time, through interest, dividends, and capital gains. Each of these has implications for your Adjusted Gross Income (AGI) or Modified Adjusted Gross Income (MAGI), which in turn can affect your broader financial plan.
Eugene LoVasco
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Employee Benefits

Renewal Season: Preparing Your Company and its Employees for the Unexpected

Michelle Cooper
Employee Communications

Five Benefits Enrollment Communication Blunders (and How to Avoid Them)

Catherine Smith
Retirement Plans

Boosting Retirement Confidence for Near-Retirees

Mike Iley
Employee Benefits

Blue Cross Blue Shield of Michigan and Blue Care Network GLP-1 Update

Michael LoVasco
Employee Benefits

PCORI Fees Due July 31, 2024

Michael LoVasco
Employee Benefits

HSA/HDHP Limits Will Increase for 2025

Michael LoVasco
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