As 2017 comes to a close, it’s a great time to evaluate your financial picture for the year ahead. Here are some things to consider during the final stretch of the year.
The advantage of accumulating after-tax assets in a retirement account is that when they are distributed, the amounts will be tax- and penalty-free. However, this benefit is realized only if the necessary steps are taken.
Qualified retirement savings accounts are a great way to build a retirement nest egg. But what happens to the money in the account if the account holder passes away?
