Month: March 2022

Taxes

Taxes

With so much going on around us in the market, it is difficult for many of our clients to take the time to hit pause and think about the impact of taxes on their retirement savings. We thought we would make it easier for you by sharing an up-to-date 2022 Tax Reference Guide. You can …

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State Pensions and Russia

Pension

Last week many people heard about the Kentucky Teachers’ Retirement System losing more than $3 million when it sold off its direct investments in a Russian Bank. (read more here) However, they aren’t the only pension funds in possible trouble. Many state pension funds have Russian financial holdings. “Pensions in the U.S. and around the …

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