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.
The end of the year is approaching but there are still tax-smart strategies that may be implemented.
With tax reform proposals from the White House and the new Congress likely to spark debate, any potential tax code changes will face close scrutiny. Today, tax-efficient planning strategies take on heightened importance. When planning in 2015, consider these five strategies that may help investors mitigate their tax bills. 1. Invest in municipal bonds to
For 401(k) participants with a mix of pretax and after-tax funds in their retirement plan, planning may be easier following a recent announcement from the Internal Revenue Service. The IRS issued a notice in September that provides clarification on how to distribute these funds. Participants will be able to direct pre-tax funds to a traditional