Answers to Your Top Open Enrollment Questions
…comes out to an annual tax savings of $1,500 per year. Q: What about deferred compensation? Some highly compensated workers have an additional benefit to consider—deferred compensation plans. At Nike,…
…comes out to an annual tax savings of $1,500 per year. Q: What about deferred compensation? Some highly compensated workers have an additional benefit to consider—deferred compensation plans. At Nike,…
…are taxed at ordinary income rates. By contrast, Roth IRAs grow tax free, distributions are tax free, and there are no RMDs unless the account has been inherited. Reduced Taxes…
…can be said of investing. Every day there’s a new headline with a new problem. From recurring speculation of an impending crash to concerns about higher volatility to claims that…
…shortage of opponents. About the New Tax Washington State’s new law imposes a 7% tax on net long-term capital gains from the voluntary sale or exchange of stocks, bonds, and…
Not one to make New Year’s resolutions? Fine, but you may be missing out if you don’t resolve to maximize your 401k plan this year. If you’re already contributing the…
…funds can be withdrawn tax-free for qualified higher education expenses such as tuition, room/board, books, supplies and equipment. Tax-free growth is powerful when compounded over 18+ years. Account owners, typically…
…in previous years, we welcomed outside guests to our Symposium. Dimensional Fund Advisor’s Co-Head of Strategy Research discussed with us their latest findings around volatility, premiums, and diversification of private…
…unavailable. Ironically, investment consultants demand complete transparency about past performance from investment managers vying for a recommendation, but have offered little information to the outside world about their own track…
…care options—senior living communities and continuing care retirement communities (CCRCs)—can give you confidence as you proceed. Notes Before You Begin Your Search If you have already acknowledged you or a…
…many potential outcomes, creating complexity and uncertainty. For example: Employment transitions: complex compensation planning, 401K rollovers, concentrated stock positions Family finances: managing debt, emergency savings, buying a home, saving for…
…importance of a disciplined approach. Hear from Dougal Williams, our Chief Investment Officer, in the video below. If you have questions or concerns, email him directly at Dougal@vistacp.com. https://vimeo.com/397328588 …
You can’t open a newspaper or magazine without seeing ads promoting the latest “hot” mutual fund. These ads, often featuring a sharply-dressed, middle-aged fund manager, read something like this: “Meet…