News

Harbour Trust Newsletter - September 2021

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 C401(k) Plan Participation Trends   

What type of contributions do 401(k) participants make?


 

 

Company Stock and Your Retirement Strategy   

 The opportunity to acquire company stock can be a lucrative employee benefit, but there are some specific risks and tax implications to consider.   

 

 

Grandparent 529 Plans Get a Boost Under New FAFSA Rules

 Grandparent-owned 529 plans are getting more favorable financial aid treatment under new FAFSA rules. 

 

 

A Map for Your Family

 A letter of instruction could be just as important as a will to help your loved ones settle your estate. 

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  IMPORTANT DISCLOSURES


Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of IN. No offers may be made or accepted from any resident outside the specific states referenced.

 

Prepared by Broadridge Advisor Solutions Copyright 2021.

 

 

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 

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