Starting in 2020, Oregon will replace the current tax deduction with a refundable tax credit for 529 Plan contributions. The switch offers college savers a chance to take advantage of both the tax deduction and credit over the next four years.
As Pacific Northwesterners, we live under the specter of seismic activity—including the Big One. While we can’t predict when the next earthquake will hit, we can make informed decisions when it comes to earthquake insurance.
While many Americans prefer to age at home, continuing care retirement communities (CCRCs) and traditional retirement communities are attractive alternatives. What’s the difference between the two?
End-of-year fund distributions (and associated taxes) can sneak up on the most vigilant of investors. Not to worry—Vista’s approach seeks to keep a lid on taxes and ensure the lion’s share of returns end up in your pocket.
‘Tis the season for year-end mutual fund distributions. A quick review of how these work can help those who keep a close eye on their stockings from being caught by surprise.