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 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Tax-deferred refers to investments for which taxes are not paid until funds are withdrawn, rather than paying taxes upfront when the contribution is made.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
Catch-up Contributions are additional contributions allowed for individuals aged 50 and older to save more for retirement. Financial terms can be confusing, and it can
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
