While college students may decide to take a gap year, families can continue to plan for the completion of the college program.
Consider Roth IRAs and other tax efficient strategies when planning ahead for potential future higher taxes.
Some investors start the new year with resolutions to improve their financial situation, and many include an emergency — or rainy day – fund for unexpected expenses.
Seeking advice and developing a financial plan can be critical for graduates navigating next steps after college.
In an uncertain policy environment, it may make sense for investors to also consider tax diversification when planning for retirement income.
Investors are monitoring the shifting tax landscape as income tax rates and inheritance tax laws can vary widely by state.