within the financial world
Income Tax News
10 Reasons Clients Should Be Optimistic About The Future
There is no better place to be than in the good old USA… the proof in the pudding is the history that we adhere to…https://www.fa-mag.com/news/ten-reasons-clients-should-be-optimistic-about-the-future-72935.html
Home Equity An Untapped Source Of Retirement Income, Vanguard Says
This is another subject that is very difficult to gauge. Yes, there are parts of the USA that allow a retiree to take advantage of the equity in their home by downsizing and relocating to another state, thereby utilizing the additional cash from the sale of their home...
Young Adults Don’t Think They’ll Do Better Than Their Parents
This is truly a sad state of affairs, with our current youth, that are not enthusiastic about the future relating to their financial welfare/retirement. As a young college graduate myself, I was always optimistic and enthusiastic about life in general, my career, and...
Men’s 401(k) Balances Average 50% Higher Than Women’s, BofA Finds
Studies have shown that men have accumulated more assets in their employer, sponsored 401(k) plans then women. There are a number of reasons why this has occurred in the past, although, the gap, among younger folks in the workforce, appears to be tightening, as...
Retirement Withdrawals For Couples Are All About The Tax Brackets
This is a critically component in making a decision as to when to take IRA/401(k) withdrawals from your tax qualified accounts. Depending on the number of different factors, including your accumulated retirement/non-retirement assets, your age, your health, and your...