A beneficiary is a person or entity designated to receive benefits from a retirement account or insurance policy upon the account holder’s death.
Financial terms can be confusing, and it can be difficult to know how they apply to you and your specific situation. Please reach out any time we can help you learn more and strategically plan to optimize your retirement planning.
Tax-deferred refers to investments for which taxes are not paid until funds are withdrawn, rather than paying taxes upfront when the contribution is made. With
A bond is a fixed-income investment instrument which represents a loan made by an investor to a borrower. Typically, corporate or governmental. Financial terms can
Capital gain is an increase in the value of an asset or investment above the price you initially paid for it. Financial terms can be
