Harbour Trust Newsletter - March 2023

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 Where Does Your Income Fit?

More than half of U.S. taxpayers showed relatively low income in tax year 2021, with a small percentage in high income brackets. 



Are You Eligible for Any of These College-Related Federal Tax Benefits?

 Here are three college-related federal tax benefits that might help put a few more dollars back in your pocket. 



Time for a Spring Cleanup: Organizing Your Financial Records

 The arrival of spring is a good time to organize your financial records. 



50 and Older? Here's Your Chance to catch Up on Retirement Saving

 Here's how late-career individuals can make up for lost time and aim for lower taxes. 

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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of IN. No offers may be made or accepted from any resident outside the specific states referenced.


Prepared by Broadridge Advisor Solutions Copyright 2023.



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