CCMG Monthly

Retirement Planning and Investment Management

We hope this educational resource proves helpful. We believe an educated investor is a better investor.

 

Quiz: Financial Facts That Might Surprise You

If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.

 


 

Going Public: An IPO’s Market Debut May Not Live Up to the Hype

Understand why the IPO process is important to the financial markets.

 

 


 

Protect Your Heirs by Naming a Trust as IRA Beneficiary

Naming a trust as your IRA beneficiary may give you more control of distributions after your death.

 


 

I received a large refund on my tax return this year. Should I adjust my withholding?

If you received a large tax refund, consider reevaluating your federal income tax withholding.

 


 

What is the difference between a tax deduction and a tax credit?

Tax deductions and credits are terms often used together when talking about taxes.

 


 

IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. 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.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research, Inc., Connecticut Capital Management Group, LLC, and Connecticut Benefits Group, LLC are not affiliated.

This communication is strictly intended for individuals residing in the state(s) of CT, FL, IN, MA, NM, NY, OH and SC. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.

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