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$391 million
Value of refund checks mailed to 6.28 million consumers by the Federal Trade Commission from July 1, 2016, to June 30, 2017, as a result of enforcement actions against companies that defrauded consumers through illegal practices.
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Is Smart Beta Smart for You?
Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.
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Rules of the Rollover
Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation and may give you a wider variety of investment choices. But it's important to follow IRS rules in order to preserve the tax-advantaged status.
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Chained CPI and Your Taxes
One of the most fundamental changes made by tax legislation enacted at the end of 2017 — a new way of measuring inflation — has received relatively little attention but may have a significant effect on individual taxpayers over the long term.
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This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. © 2018 Broadridge Investor Communication Solutions, Inc.

*Securities offered through American Portfolios Financial Services, Inc. (APFS), Member FINRA/SIPC.

APFS is not affiliated with Innovative Insurance Solutions, Ltd.