Building Prosperity Newsletter: November 2020

Baby Boomers Buying More Online

Baby boomers are shopping online more as a result of the coronavirus pandemic.

Year-End 2020 Tax Tips

Here are some things to consider as you weigh potential tax moves between now and the end of the year.

Is Now a Good Time to Consider a Roth Conversion?

This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence: a Roth IRA Conversion.

Should You Pay Off Student Loans Early or Save More for Retirement?

For young adults with college debt and extra money, deciding whether to pay off student loans early or put extra money toward retirement can be a tough question. It's a financial tug-of-war between digging out from debt today and saving for the future.

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 2020.

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