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?
Before parents tell their kids how they should plan for the future, they should be prepared with solid advice—advice they’ve incorporated into their own financial planning, regardless of which life stage they’re in.
