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.