Seeking Clarity on Tax Reform
The Wait Continues… This past April, the Biden administration announced the $1.8 trillion American Families Plan, which would expand access to education, affordable childcare, and various tax credits. The plan (as proposed) would largely be funded by additional taxes...
2021 Mid-Year Outlook
New England Investment & Retirement Group, Inc. invites you to review our 2021 Mid-Year Outlook. This commentary reviews Economic recovery, updated vaccine and portfolio considerations.
Maximizing After-Tax Savings
You have almost certainly heard that you should not keep all of your eggs in one basket. In investing, this refers to the power of diversifying your investment portfolio and minimizing the risk from any individual stock, bond, or mutual fund. However, investors also...
Updated: 2020 Year-End Planning
As we enter the last few days of 2020, we are encouraged by the introduction and initial deliveries of a COVID-19 vaccine yet remain in the midst of a new surge in the pandemic. The economic impact of the pandemic and election results have created unique but difficult...
Markets Rally on Early Election Results
Global pandemic, unprecedented government stimulus, record low GDP report, booming technology stocks and a red-hot IPO market – 2020 has been quite the year – and it is not over! A closely contested U.S. presidential election with record turnout appears to be the...
What the Election Means for My Portfolio
With just days until the highly-anticipated 2020 presidential election, nerves are running high across the country. Markets have experienced significant volatility in recent weeks as investors grapple with how the outcome may impact returns. However, markets...
Preparing for Changes in Federal Estate and Gift Tax Laws
The federal lifetime gift and estate exemption stands at $11.58 million per person for 2020, but is set to revert to a base level of $5 million, plus inflation adjustments, in 2026. Last November, the Internal Revenue Service (IRS) issued final regulations clarifying...
Social Security: Back to Basics & Important Considerations
New England Investment & Retirement Group, Inc. invites you to review our analysis on the role of Social Security in your retirement plan. This commentary provides an overview of the Social Security landscape and offers tips for claiming benefits.