A person or entity named in a will or financial contract as the inheritor of the property upon the death of the owner.
An insurance-based financial product sold by financial institutions that is designed to accept and grow funds and can provide future payments at regular intervals. Earnings are tax-deferred, so the […]
An income tax imposed on individuals, corporations, estate, and trusts that ensure these entities that benefit from certain deductions, credits, and exclusions do not escape all federal income tax liability. […]
A tax-advantaged college saving plan, open to both adults and children, that is to be used to pay for tuition, room and board, mandatory fees, and required books and computers. […]
A retirement plan in which employees may make salary deferral contributions, and the contributions are excluded from their income for tax purposes. Contributions and earnings will compound tax-deferred. Withdrawals from […]
A retirement plan for certain employees of public schools or non-profit organization. Employees may make salary deferral contributions, and the contributions are excluded from their income for tax purposes. Contributions […]
I was reading the WSJ this weekend and thought we should address this market volatility issue. When I say volatility, I mean the frequent ups and downs in the value […]
When I plan a trip, I try to talk to other people who have traveled to the same destination to get tips on places I should visit, things I should […]