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Politics & Your Portfolio: Top 5 Questions Answered About the Midterm Election

Meghan Shue |
Wilmington Wire
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November 7, 2018—Tuesday’s election delivered the result largely expected by us and the markets: a split Congress, with the Democrats wresting control of the House but Republicans retaining the majority in the Senate. Voter engagement was extremely high, with a record turnout for a midterm election. While it is unusual for the House to go one


Deciphering Tax Law Changes to Retirement Plans

Laura Ferrino, CFP®, CTFA, CLU, CCPS |
Tax Reform
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Uncover more opportunities to benefit from retirement planning.   While the tax act left many of the rules and laws pertaining to retirement plans unchanged, overall tax rates were lowered and deductions changed. Given this new landscape, there may be additional opportunities and new twists to be mindful of when planning for retirement in the most


Tax Reform and Your Incentive Stock Options

Paul Kieffer |
Tax Reform
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Favorable tax planning opportunities that may apply to your stock options.  The 2017 Tax Cuts and Jobs Act created additional stock option planning opportunities for corporate executives. Of the many recent tax law changes, a few provisions provide expanded planning with respect to incentive stock options (ISOs). Making the right decisions when exercising options can