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Harbour Trust Newsletter - August 2024

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How the Typical American Family Pays for College

The typical family uses a combination of income, savings, grants, and loans to pay for college.


 

 


 

 

Eight Great Investing Quotes 

These quotes from successful investors, economists, and other insightful thinkers may help provide perspective and focus for your investment strategy. 

 

 


 

It's Complicated: Inheriting IRAs and Retirement Plans

The new rules for retirement account beneficiaries may pose a tax-management challenge when it comes time to inherit. 


 

Retroactive Social Security Benefits: A Chance to Turn Back Time

If you're past full retirement age, should you claim retroactive Social Security benefits? 

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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 2024.

 
 
 
 

 

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