MRA Advisory News
MRA Advisory News
Remembering Our Fallen Heroes
On this Memorial Day, let's remember and honor the brave men and women who made the ultimate sacrifice for our freedom. Their legacy of service and sacrifice will be forever etched in our hearts. Let's take a moment to be grateful for their dedication and thank those...
Midyear Checkup: Can You Contribute More?
With traditional pensions in decline, other work-based plans that are driven primarily by employee contributions, such as 401(k), 403(b), and 457(b) plans, are the bedrock of the U.S. retirement system. This means it's up to you to build retirement savings. If you'd...
~ * Happy Mother’s Day * ~
We probably don't say it enough but we appreciate everything you do!!! Put your feet up and enjoy your day!
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...
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