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.
Is A Deferred Compensation Plan For You?
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 Can I Expect to Pay for Health Care in Retirement?
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.
Margin Loans for Short-Term Cash Needs
Using margin not as a trading tool but as a cash management tool can be a savvy way to fund short-term needs and minimize taxes. Learn how and when a margin strategy may make sense for you.
Teaching Teens to Invest: The Roth IRA Way
What’s the best way to introduce your kids to investing? Help them establish a Roth IRA. With summer coming to a close, now may be the perfect time to turn those first hard-earned dollars into the foundation for a successful financial future.
Is It Time to Worry About Social Security & Medicare?
In 2018—for the first time in 36 years—Social Security and Medicare benefits will be paid from program assets rather than from interest earned on those assets. Is this the beginning of the end for Social Security and Medicare?