Smart estate and tax planning can play a big role in future income potential. Get perspectives on wealth planning strategies, college saving, and personal finance.
Savvy Strategies for Large Distributions
A sizable distribution from your mutual fund at the end of the year comes with significant choices and possibly significant current taxes if the fund is held in a taxable account. Fortunately, you can make the most of a distribution and potentially soften the tax impact with a little careful planning.
A sizable distribution from your mutual fund at the end of the year comes with significant choices and possibly significant current taxes. Read on to find out the significant choices associated with that distribution.
While no one likes to think about estate planning, providing for a surviving spouse's income is essential for long-term security. For many, a Roth IRA can be an effective and flexible way to provide for a surviving spouse. It can also have important tax benefits.
Market volatility can be stressful for individual investors. If the financial news routinely makes you nervous, you're not alone. But to protect your portfolio's value, it's important to recognize and manage those emotions rather than act on them.