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Social Security Fairness Act: Key Updates for Public Pension Holders

Social Security Fairness Act: Key Updates for Public Pension Holders

by Laura Lopez | Jan 22, 2025

Social Security Fairness Act: Key Updates for Public Pension Holders January 22nd, 2025 Dear Clients, On January 5, 2025, President Biden enacted the bipartisan Social Security Fairness Act (SSFA), repealing the following two provisions that previously reduced Social...
Guest Blog: Trust & Estates Alert- Tax Cuts and Jobs Act

Guest Blog: Trust & Estates Alert- Tax Cuts and Jobs Act

by Centerpoint Advisors | Jan 9, 2018

January 9, 2018. By Ashley Agnew: As part of our services, we often quarterback the coordination of tax and estate planning professionals on behalf of our client’s needs. This includes but is not limited to: retitling of accounts, annual gifting execution and...

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Phone: 781-400-1748
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Investment Advisory Services offered through Centerpoint Advisors, LLC. Fidelity Clearing & Custody Solutions® is a service provider to Centerpoint Advisors.
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