Starting the Search for Retirement Living Options
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?
Managing Mutual Fund Taxes
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.
Fund Distributions: Naughty or Nice?
‘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.