KEY TAKEAWAYS The NJBEST 529 plan now offers a state tax break for contributions. Despite higher fees, the NJBEST 529 plan may be a good option for New Jersey residents with moderate to who are looking for a...
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KEY TAKEAWAYS Secure Act 2.0 includes over 90 changes to retirement savings plans so at least one, if not more, change will impact you. WJL feels the four changes most impactful to our audience are: increased...
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KEY TAKEAWAYS Almost all income thresholds and deduction amounts are increasing by 7% based on Chained CPI for the 2023 filing year. Despite the increase in tax income thresholds due to inflation, you may...
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KEY TAKEAWAYS Even in retirement, purpose is an important part of happiness and fulfillment.Retire into something; retiring with a plan for the future will increase your chances for being happy.Purpose may...
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KEY TAKEAWAYS The location you choose to live in can impact your life in many ways, improving your quality of life and may result in lower lifetime expenses. Quality of schools, community strength,...
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