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.
Rally Continued, but Pace Slowed
Mixed style factor performance, inflation risks remained low Key Observations The rebound in global assets continued in August, led by U.S. large cap equities, but value showed signs of life in Europe and China pulled emerging market equities into positive territory...
A Strong Start to the Second Half of the Year
Investors Overlook Falling Earnings and GDP Contraction Key Observations Long-dated treasury yields fell to all-time lows, yet risk assets rallied for the fourth straight month bringing year-to-date returns into positive territory for many segments of the equity...
Tax Planning for 2020, 2021 and Beyond Should Start Now
As we enter the dog days of August, we remain in the midst of the COVID-19 pandemic and extremely unsettled political times. The pandemic has resulted in unprecedented spending deficits by both state and federal governments. The economic impact of the pandemic and...
Selling a Business Post-COVID-19? There Are Near- and Long-Term Steps to Consider
The COVID-19 pandemic has caused sudden and unprecedented economic disruption to businesses and people around the world. Some businesses may have already been near the end of their life cycle pre-COVID-19 and the pandemic accelerated the difficulties and decline in...
2020 Mid-Year Economic and Markets Update: Cross Currents and a COVID Hangover
The beginning of an unbalanced journey toward economic recovery Key Observations The sequential improvement in global monthly economic data is a welcome signpost, but it is our view that year-over-year data trends more acutely reflect private sector financial...
IRS Offers Relief to Retirement Plan Participants
New guidelines for retirement loans and distributions due to COVID-19 On June 19, 2020, the Internal Revenue Service announced new guidelines to help those affected by COVID-19 gain more access to retirement plan distributions and loans. The IRS expanded the...