Strategies during a college gap year
While college students may decide to take a gap year, families can continue to plan for the completion of the college program.
Tag: Roth IRA
Moving forward when RMDs are suspended
The CARES Act provisions suspended RMDs for this year and may impact investors’ financial plans.
CARES Act loosens rules for retirement accounts
Among the many provisions of the CARES Act are modifications of the rules involving retirement accounts to help both retirement savers and retirees.
Five planning strategies for volatile markets
Volatile markets can present certain financial planning opportunities.
Video: Consider hedging against future higher tax rates with a Roth
Consider Roth IRAs and other tax efficient strategies when planning ahead for potential future higher taxes.
Saving for a rainy day is a priority for many in 2018
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.
After the celebration: New graduates focus on finances
Seeking advice and developing a financial plan can be critical for graduates navigating next steps after college.
A tax diversification strategy may help investors cover their bases
In an uncertain policy environment, it may make sense for investors to also consider tax diversification when planning for retirement income.
Four ways to put your tax refund to work for you
Whether saving for college, paying down debt, or planning for retirement there are many options for using your tax refund.
A state’s tax bite can impact your retirement plans
Investors are monitoring the shifting tax landscape as income tax rates and inheritance tax laws can vary widely by state.