Wealth Strategies

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.

Wealth Strategies

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.
10 Money-Wise Ways to Close Out the Year

10 Money-Wise Ways to Close Out the Year

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.

 
Roth IRA Estate Planning

Roth IRA Estate Planning

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.

 
Ahead for Taxable Accounts: Mutual Fund Distributions

Ahead for Taxable Accounts: Mutual Fund Distributions

Each year, some mutual funds pass on capital gains and income to shareholders via a four component distribution.

 
4 Things to Consider When Choosing an Actively Managed Mutual Fund

4 Things to Consider When Choosing an Actively Managed Mutual Fund

It's a fact. There can be thousands of actively managed mutual funds in any given asset class. And even if you know what types of funds you'd like include in your investment portfolio, you have to select a specific fund.

 
Voting and Volatility

Voting and Volatility

Wondering how the presidential election will affect your portfolio? Here are some insights on how markets have performed in past elections.

 
Emotions and Market Volatility

Emotions and Market Volatility

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.