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.
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.
As an executive or high earner, you may have the option to participate in a deferred compensation plan through your employer. Here’s what to consider when deciding if deferring is right for you.
What do riptides and market volatility have in common? They’re scary and potentially harmful—unless you know how to navigate the waters.
Whether you stop working before or after you’re eligible for Medicare, healthcare costs will increase in retirement. Does this mean kissing post-retirement travel plans goodbye? Not at all.
Today, people are enamored of U.S. stocks and the attractive returns they’ve delivered. International stocks? Not so much. Giving up on international stocks now in favor of more U.S. stocks could be a big mistake.