Financial Standard Spring 2013
Time to Reconsider the Roth 401 (k)
Tucked inside the fiscal cliff tax legislation passed in early January is a provision that may make Roth-style retirement accounts attractive to a wider group of retirement savers.
Is the U.S. Housing Market (Finally) Making a Recovery?
A mounting number of positive reports on the U.S. housing sector have inspired optimism that a sustained recovery is truly underway. Here are some statistical trends and projections from key industry resources.
529 Plans Offer Tax and Wealth Transfer Benefits One of the biggest financial challenges facing American families today is finding ways to meet ever-increasing college costs. A unique college-funding vehicle that has been gaining popularity in recent years is the 529 college savings plan. Total assets in 529 plans reached an estimated $163 billion as of September 2012, reflecting a 21.6% increase from a year earlier.
This Year, Make Retirement a Priority
Retirement planning is one of the critical pillars of an overall financial plan for all individuals. This is especially true for small-business owners who are “on their own” when it comes to planning for their future and for that of their business.