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With more than a century of experience, we provide updates and analysis on markets and the economy from a multitude of perspectives.

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  • Contribute to Your IRAs by April 15

    By Theresa Cagle-Fry, Senior Vice President, Manager IRAs. Retirement & Education Planning

    Mar 10, 2026 –

    Saving for your retirement is one of the most powerful steps you can take toward long-term financial security.…

    Tax Tip Tuesdays
  • Consider Variable Universal Life as Part of a Retirement Savings Strategy

    By Daniel Schulte, Senior Vice President and Manager, Annuities and Insurance

    Mar 3, 2026 –

    Investing in a retirement account such as a 401(k) and/or an IRA is typically considered the foundation of…

    Tax Tip Tuesdays
  • Latest Tax Rules Continue to Compel High Earners to Pay More in Tax

    By Jeffrey Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

    Feb 24, 2026 –

    With the passage of the One Big Beautiful Bill Act (“Act”) on July 4, 2025, there have been…

    Tax Tip Tuesdays
  • A Practical Guide to Family Tax Benefits

    By Ashlee Ogrzewalla, Vice President, Manager, Financial Planning & Marketing

    Feb 17, 2026 –

    Tax season has a way of sneaking up on families, especially those juggling careers, kids, education expenses and…

    Tax Tip Tuesdays
  • Is It Optimal to File Taxes Early or at the Deadline?

    By Edward V. O'Neal, Senior Vice President and Manager, Retirement Plans

    Feb 10, 2026 –

    Filing taxes is an annual rite of passage that most of us must endure. After the hectic holidays,…

    Tax Tip Tuesdays
  • Benjamin F. Edwards - Tax Tip Tuesdays: Your Form 1099-R

    Are You Confused by Your Form 1099-R?

    By Theresa Cagle-Fry, Senior Vice President, Manager IRAs. Retirement & Education Planning

    Feb 3, 2026 –

    In early February, if you received a distribution from your IRA or your workplace retirement plan, or you…

    Tax Tip Tuesdays
  • Tax Tip Tuesday - Benjamin F. Edwards

    Tax Season Arrives Again!

    By Jeffrey Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

    Jan 27, 2026 –

    What a difference a year can make! Last year, as we kicked off our annual Tax Tip Tuesdays…

    Tax Tip Tuesdays
  • Tax Considerations for 2025: Mid-Year Update

    By Theresa Cagle-Fry, Senior Vice President, Manager IRAs. Retirement & Education Planning, Jeffrey Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

    Aug 8, 2025 –

     

    Tax Tip Tuesdays
  • You Made It! Tax Season Is Over, but Change Is Coming

    By Ashlee Ogrzewalla, Vice President, Manager, Financial Planning & Marketing

    Apr 15, 2025 –

    You’ve made it! You’ve either filed your taxes or an extension by the end of today, and tax…

    Tax Tip Tuesdays
  • Filing Status Considerations

    By Ashlee Ogrzewalla, Vice President, Manager, Financial Planning & Marketing

    Apr 8, 2025 –

    Selecting the appropriate tax filing status is pivotal in preparing your federal income tax return. Your chosen status…

    Tax Tip Tuesdays
  • No Fooling! Most People Pay Taxes on Social Security

    By Theresa Cagle-Fry, Senior Vice President, Manager IRAs. Retirement & Education Planning

    Apr 1, 2025 –

    Playing jokes and spreading false information on April Fools’ Day is a practice that is recognized worldwide. The…

    Tax Tip Tuesdays
  • Higher Income Continues to Mean More Taxes

    By Jeffrey Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

    Mar 25, 2025 –

    The tax rules for 2024 haven’t changed much, but as we have discussed throughout this series, the tax…

    Tax Tip Tuesdays
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Benjamin F. Edwards® 1 N Brentwood Blvd, Ste 850 St. Louis, Missouri 63105 TF (855) 382-1600

Benjamin F. Edwards® & Co. (“BFE”) is a dually-registered broker-dealer and investment adviser and member of FINRA and SIPC, and its affiliate Benjamin F. Edwards Wealth ManagementSM LLC, d/b/a Edwards Wealth Management (“EWM”) is an SEC-registered investment adviser. BFE and EWM are affiliates through their common ownership by Benjamin Edwards, Inc. Depending on the context, the names “Benjamin F. Edwards®”, “Benjamin Edwards” or “Edwards” can refer to either EWM, BFE or both.

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