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Harbour Trust Newsletter - March 2025

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Funding the Federal Government

Do you know which taxes play the biggest role in funding the federal government?


 

 

 


  

Are You Missing the Bull's-Eye with a Target-Date Fund? 

Two out of the three 401(k) participants own a target-date fund, but many may not know how the fund works. 

 

 

 


 

The Versatile Roth IRA 

Features of the Roth IRA may make it an appropriate financial management tool for more than just retirement. 


 

Concerned About Cyberattacks? The Threat Is Real

Even small companies can be held legally responsible when their customers' personal information is disclosed. 

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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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