MRA Advisory News
MRA Advisory News
What the 2026 Social Security Age Change Means for You
If you're nearing retirement, you’ve probably wondered when to start taking Social Security benefits. For years, age 65 was considered the “normal” retirement age, but a law passed in 1983 gradually raised this age to reflect the increasing life expectancy of...
Navigating Roth IRA Withdrawal Rules
A Roth IRA is a powerful retirement tool because you fund it with after-tax dollars and can withdraw the money tax-free after age 59½. It can hold most types of investments, giving you the flexibility to build a diversified portfolio. To use it effectively, it helps...
3 Ways to Double the Impact of Your Tax Refund
As of April 3, 2026, the IRS issued almost 70 million income tax refunds for the 2026 filing season, with an average refund amount of $3,462, about 11% higher than last year. If you received a Tax Refund and are unsure of the best way to handle it, we offer...
~ * Happy Easter * ~
MRA Advisory Group wishes all who celebrate a very Happy Easter!
Congratulations Joe Verile, CFP® Candidate
MRA Advisory Group is excited to share some great news: Joe Verile has successfully passed the Certified Financial Planner™ (CFP®) exam. This is a significant accomplishment. The CFP® exam is widely recognized as one of the most rigorous certifications in the...
What Are The Rules for IRA Contributions?
It depends on what kind of IRA you're talking about. Traditional IRAs and Roth IRAs are each subject to different contribution rules. Traditional IRAs You're allowed to contribute up to $7,500 to a traditional IRA in 2026 (up from $7,000 in 2025), as long as you have...
MRA Update: A Story of Courage, Perseverance & Purpose
We want to take a moment to recognize MRA’s own Adam Anderson, Director of Alternative Investments, for his recent appearance in the CNBC Cures documentary, which aired on March 19, 2026. We encourage you to take a few moments to watch the documentary and learn more...
Young Americans – Don’t Let Your Credit Score Remain a Mystery
Many younger Americans don’t really think about their credit score in their day-to-day lives, in fact some have never looked up their score at all. Others don’t know the range (the FICO score range, which most lenders use, is 300 to 850) or what constitutes a good or...
Many American’s Retirement Savings are Shockingly Low
The median retirement savings for U.S. workers aged 21 to 64 is just $40,000 for those who have a direct contribution savings account. Social Security benefits make up nearly half of retirees' income, so deciding when to collect can have a big impact on your...
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