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Nov 20, 2024 · The IRS announced the 2025 limits for IRAs on Nov. 1, which includes new adjusted gross income and modified AGI for IRA contributions. In this issue, we provide the AGI limits for 2024 and 2025 ...

Oct 22, 2024 · Andrew Keshner . The standard deduction will be $15,000 for individuals next year, and $30,000 for married couples filing jointly . The Internal Revenue Service just set its levels for income-tax ...

Dec 19, 2024 · The 60/40 Portfolio Performance in 2024. Dziubinski: Talk a little bit about how that 60/40 mix did in 2024. Kephart: 2024 has been great for the 60/40 portfolio.It’s up over 15% for the second ...

Oct 11, 2024 · Appleby: Ivanna, it’s been over four years.The Secure Act was passed into law on Dec. 20, 2019. And we had to hit the ground running because most of the rules became effective like a week later.

Dec 27, 2024 · For 2025, bond investors might want to make themselves comfortable with where yields have been in 2024. The US economy is expected to post steady growth, without overheating or sliding into recession.

Jan 22, 2025 · Morningstar’s latest mutual fund research and analysis. Get an inside look at the mutual fund industry and your favorite funds through the eyes of our analysts.

Dec 31, 2024 · By Philip van Doorn . Big Tech led another banner year for the U.S. large-cap benchmark stock index . Updated with closing prices on Dec. 31. Investors in the U.S. stock market may feel spoiled ...

Morningstar’s 2024 529 Ratings: Key Takeaways. Five states earned Medalist Ratings of Gold for one of their plans: Alaska, Illinois, Massachusetts, Pennsylvania, and Utah.

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.