LPL Financial

Newsletters

Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Lease Payment

How much would your monthly lease payment be?
Loan Payoff

How much will it cost to pay off a loan over its lifetime?