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15050 Avenue of Science Suite 200 San Diego , CA 92128

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  • 858-346-5413

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  • Alan.Lorberbaum@Broadridge.com
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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

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Transcript

Newsletters

  • Unpacking the Real Limitations on Unlimited PTO

    The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

  • Buying a Condo? Focus on the Financials

    Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.

  • Avoiding Probate with a TOD Deed and TOD Account

    In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

  • The Evolution of Retirement Savings

    The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

More Newsletters »

Calculators

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Broadridge, a global Fintech leader with over $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for our clients and help them get ahead of today's challenges to capitalize on what's next.

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