Building Prosperity: May 2021

In this issue we cover motherhood, retirement plan rules, socially responsible investing, and changes to college financial aid!  Want to receive Building Prosperity in your inbox?  Click here to sign up!

Motherhood by the Numbers

In honor of Mother's Day, here are some interesting facts about motherhood.

How Well Do You Understand Retirement Plan Rules?

This quiz can help you assess your understanding of some of the more complicated retirement plan and IRA rules.

Growing Interest in Socially Responsible Investing

Recent trends suggest that many people want their investment dollars to pursue a financial return and make a positive impact on the world.

New Changes to College Financial Aid and Education Tax Benefits

The second relief bill passed in late December 2020 contained several key provisions related to higher education.

 

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.

Prepared by Broadridge Advisor Solutions Copyright 2021.

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