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• Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

  These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

• HOT TOPIC: The Shutdown is Over: What Now?

  The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

• What Happens to Your Time Horizon at Retirement?

  When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.

• Separately Managed Accounts: Tax-Efficiency and Tailored for You

  With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.