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The Top Performing Stock Market Sectors in 2024

In 2024, nearly all S&P 500 sectors posted gains in a year defined by AI enthusiasm and a robust U.S. economy.

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IRS Delays Certain RMD Regulations Until 2026

Late last year, the IRS announced a delay in the application of proposed regulations interpreting certain changes to the required minimum distribution (RMD) rules made by the SECURE 2.0 Act of 2022.

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Accounts for Two: A Team Approach to Retirement Savings

Almost half of U.S. families headed by a married couple include two working spouses.1

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Steady Growth in Real Wages

Wages rose strongly with inflation beginning in mid-2021, but the pace of price increases was faster than wage increases, leading to a loss of buying power despite higher income.

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Federal Tax Filing Season Has Started

The IRS began accepting and processing 2024 tax-year returns on Monday, January 27, 2025.  

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