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In The Know

Monday, March 16, 2026 - Broadridge Content

What Do Americans Do with Their Tax Refunds?

Although a tax refund is your money to begin with, it can feel like a windfall to spend, save, or invest.

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Federal Income Tax Returns Due for Most Individuals

Tuesday, March 10, 2026 - Broadridge Content


The federal income tax filing deadline for most individuals is Wednesday, April 15, 2026.

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Tuesday, March 3, 2026 - Broadridge Content

How will I ever pay off my student loans?

Repaying student loans takes perseverance and sacrifice.

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Tuesday, March 3, 2026 - Broadridge Content

Borrowing or Withdrawing Money from Your 401(k) Plan

Your employer-sponsored 401(k) plan may contain provisions allowing loans and hardship withdrawals. But before you borrow or withdraw money from your 401(k) plan, make sure you understand the tax consequences of doing so, and how your retirement savings will be affected.

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Fringe Benefits

Fringe Benefits

Wednesday, February 11, 2026 - Broadridge Content


Fringe benefits may be defined as noncash compensation benefits provided by employers to their employees. Fringe benefits may take a variety of forms, including accident and health benefits, group-term life insurance coverage, dependent care assistance, employee discounts, meals, free parking, and free gym/club memberships. Although executives normally participate in a company's broad-based fringe benefit programs, such as group medical plans, many executives also receive fringe benefits that are available only to the executive group. Fringe benefits must be included in the employee's income unless they are specifically excluded by another provision of the Internal Revenue Code.

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