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Harbour Trust Newsletter - June 2024

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Financial Regrets

About three out of four U.S. adults has a financial regret. Do you?


 

 

 

 

Saving for College: 529 Plan vs. Roth IRA

How does a Roth IRA stack up against a 529 plan when it comes to saving for college?

 

 

 

Should You Buy or Lease Your Next Vehicle?

With new vehicle prices skyrocketing, will leasing save you money?

 

Can Home Improvements Lower Your Tax Bill? It Depends

Most home improvements are not tax deductible, but there are other ways that certain types of projects might reduce your tax burden.

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  IMPORTANT DISCLOSURES


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 2024.

 
 
 
 

 

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