August 2019 – MRA Advisory Group
Parsippany, NJ - USA
+1 844.672.7623
support@mraadv.com

Month: August 2019

Charitable Giving After Tax Reform

Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you’ll be affected by these changes while there’s still time to take action is important. Income tax benefit of charitable giving If you itemize deductions on your federal income tax return, you can generally deduct your gifts to qualified charities. However, many itemized deductions have been eliminated or restricted, and…
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5 Retirement Lessons from Today’s Retirees

Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) surveys 1,000 workers and 1,000 retirees to assess how confident they are in their ability to afford a comfortable retirement. Once again, in 2019, retirees expressed stronger confidence than workers: 82% of retirees reported feeling “very” or “somewhat” confident, compared with 67% of workers. A closer look at some of the survey results reveals various lessons today’s workers can learn from current…
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Monthly Market Insights – August 2019

Click the link below for our Monthly Market Insights for August 2019 http://www.mraadvisory.net/campaigns/monthly-market-insights

WealthBuilder Portfolios July Performance Data

Our WealthBuilder Portfolio Fact Sheets with July performance data are now available online at https://mraadvisory.com/wealthbuilderportfolios/ WealthBuilder Investing is digital investing and planning based on your unique needs with no account minimums or commissions. Our free financial planning tool lets you sync all your accounts to get a clear view of your money and plan for your financial future. Track spending, set saving goals and view your net worth all in one place! https://mraadvisory.com/free-financial-planning-tool/ You can schedule a…
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Key Estate Planning Documents

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning documents almost everyone should have regardless of age, health, or wealth. They are: a durable power of attorney, advance medical directives, a will, and a letter of instruction. Durable power of attorney Incapacity can happen to anyone at any time, but your risk generally increases…
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