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Tax Management
2021 Tax Facts Quick Reference Brochure
This piece is approved to use with clients.
This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes for the 2021 tax year.
Human Capital
Rate Swings Needn't Rattle Dividend Investors
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Fluctuating rates may impact other forms of income but dividend payments aren't likely to be affected.
Retirement
Helping Millennial Women Close the Retirement Savings Gap
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Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.