The Wealth Report: A Primer on Market Indexes

A Primer on Market Indexes The Wealth Report by AE Wealth Management Download PDF Version Here Market indexes track the performance of select groups of stocks, bonds or other investments that represent a particular facet of the market, such as government bonds, tech stocks or even the overall equity market. Overview In 1993, the Securities…

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AE Wealth Management: Work Income & Social Security | Blog

Mixing Work Income With Social Security Benefits The Wealth Report by AE Wealth Management Download PDF Version Here Social Security withholding and tax rules related to earning income during retirement are not simple, but there are strategies that can help optimize your situation. Overview Up until COVID-19, there was a solid trend of people continuing…

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AE Wealth Management: Minimum Retirement Payouts | Blog

NEW RMD RULES FOR 2022 The Wealth Report by AE Wealth Management Download PDF Version Here New IRS tables are designed to decrease the amount of required minimum distributions (RMDs) going forward. Overview Retirement income savings plans, such as an employer 401(k), 403(b) plan and the traditional IRA, permit investors to contribute earned income on…

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AE Wealth Management: Value of Financial Planning | Blog

THE VALUE OF HAVING A FINANCIAL PLAN The Wealth Report by AE Wealth Management Download PDF Version Here One way to help weather volatile markets, meet financial objectives and manage risk is to have a carefully constructed financial plan.   Overview One of the most important ways investors can endure the up-and-down nature of investment…

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AE Wealth Management: Tax Season Challenges | Blog

CHALLENGES OF THE 2021 TAX-FILING SEASON The Wealth Report by AE Wealth Management Download PDF Version Here Learn about the unique challenges of this year’s tax-filing season and gauge your chances of being audited.   Overview This year, the season for filing 2021 income tax returns began Jan. 24 and ends on April 18, unless…

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AE Wealth Management: Six 401(k) Strategies | Blog

6 STRATEGIES TO MAKE YOUR 401(K) PLAN WORK HARDER   Download PDF Version Here If your employer offers a 401(k) plan, that’s the easiest way to save for retirement. But maximizing its potential may take a little more work.   Overview You work, you save, you invest. But the key to every investment is how…

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AE Wealth Management: Start the New Year Right | Blog

START THE NEW YEAR OFF RIGHT   Download PDF Version Here In a recent survey, Fidelity found that 71% of Americans met the financial goals they set for 2021.1 In addition to continuing those resolutions, the beginning of a new year is a good time to shore up weak spots and simplify your financial plan.…

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AE Wealth Management: Inflation With Economic Growth | Blog

INFLATION: AN UNFORTUNATE SYMPTOM OF A GROWING ECONOMY   Download PDF Version Here Today, monetary policy is accommodative, corporations are investing, and both employment levels and wages are increasing. All of these positive factors can lead to rising prices. Overview Even though COVID-19 remains a part of our lives and will likely be here for…

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AE Wealth Management: Infrastructure Opportunities | Blog

THE NEW INFRASTRUCTURE BILL PRESENTS OPPORTUNITIES FOR INVESTORS   Download PDF Version Here After decades of patched “shovelready” projects, the new bipartisan legislation aims to usher America into the 21st century with infrastructure enhancements designed to meet the demands of a growing population and future energy needs.   Overview Congress recently passed the $1.2 trillion…

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AE Wealth Management: Year-End Tax Strategies | Blog

YEAR-END TAX STRATEGIES: GIFT IT, GIVE IT, GAIN IT, LOSE IT, MAX IT, USE IT   Download PDF Version Here Tax-minimizing strategies, such as 401(k) plan contributions, RMDs and direct IRA-to-charity donations, must occur by year end.    Overview In September, the White House published a report estimating that from 2010 to 2018, the 400…

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