IRA

Understanding Target-Date Funds

Understanding Target-Date Funds

Target-date funds are a popular retirement investment strategy, but there is a lot of confusion about how they work. This article will clear up some of the basics and help you decide if target-date funds are right for you.

Stretch IRAs: A Way to Avoid Taxes & Create Generational Wealth  

Stretch IRAs: A Way to Avoid Taxes & Create Generational Wealth  

In order for this strategy to work, we have to increase the financial literacy within our families and communities. We must be aware and also make the next generation aware of the tools that can be in their toolbox. Take a few minutes to share this article with someone who will benefit from what you just learned. 

Using IRAs as Part of Your Tax Planning Strategy

Using IRAs as Part of Your Tax Planning Strategy

We aim to share strategies that are designed to help individuals increase their net worth, increase the value of their estate, and ultimately build generational wealth. Achieving any goal starts with a plan and tackling it strategically. Our financial goals are no different. Tax planning is one aspect of personal finance that we need to keep in mind on the way to hitting our targets.