MRA Advisory News
MRA Advisory News
Feb. 8th Webinar: MRA Advisory Talks 2021 Capital Markets with Andrew Opdyke of First Trust
In a Q & A format, Marco Lima, CEO®, MRA Advisory Group will talk with Andrew Opdyke, CFA, Economist, First Trust. AGENDA: Stock market updateThoughts on the election and how it may impact the marketHow the continuing pandemic may impact stocks RSVP today. Space...
Understanding 401(k) Plans
Qualified cash or deferred arrangements (CODAs) permitted under Section 401(k) of the Internal Revenue Code, commonly referred to as "401(k) plans," have become one of the most popular types of employer-sponsored retirement plans. How does a 401(k) plan work? With a...
You Can Switch Your Medicare Advantage Plan through March 31st
If you would like to switch, or make changes to, your Medicare Advantage you have until March 31st to do so. Be aware, you can only make a change once from Jan 1st to March 31st. As always, Harry Arnold, CLU, MRA's Director of Insurance Services is available to help...
Why You Should Consider Socially Responsible Investing (SRI)
Beth Wahlig, Director of SRI, will be hosting a webinar on Socially Responsible Investing on Wednesday, January 27th at 7:oo - 8:oo pm. Email Beth at bpwahlig@mraadv.com to RSVP and receive the Zoom link. Many people see the world differently and want to take a more...
Secure Act 2.0 May Push Your Retirement Savings Into Overdrive
Just one year ago, Congress passed the Secure Act to help people save more aggressively for retirement. But thanks to the financial beatdown that was 2020, we could all use a bit more help. More than a quarter of Americans have slowed or stopped contributing to their...
~ * Happy New Year * ~
All of us at MRA Advisory Group would like to wish all of you a very Happy and Healthy 2021. This has been a very hard year for so many people and we hope 2021 is better for everyone. Thank you to all the essential workers who continually put their own health at risk...
~ * Merry Christmas from MRA Advisory Group * ~
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2020 Year-End Tax Tips
Here are some things to consider as you weigh potential tax moves between now and the end of the year. Defer income to next year Consider opportunities to defer income to 2021, particularly if you think you may be in a lower tax bracket then. For example, you may be...
5 Tips to Regain Your Retirement Savings Focus in 2021
In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1 Investor confidence was continually tested as the year wore on, and it's likely that this percentage rose — perhaps even substantially. If you find yourself among...
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