Taxes

• Roth IRA
  According to the IRS: A rollover occurs when you withdraw cash or other assets from one eligible retirement plan and contribute all or part of it, within 60 days, to another eligible retirement plan. This rollover transaction isn't taxable, unless the rollover is to a Roth IRA or a designated Roth account from another type of plan or account, but it is reportable on your federal tax return. You must include the taxable amount of a distribution that you don't roll over in income in the year of the distribution.

Investment

• Investment Management
• Mutual Funds
  In this video you will learn about asset classes, asset allocation, diversification, and rebalancing. The three main asset classes are cash alternatives, bonds, and stocks. You will also learn how mutual funds works inside of a company retirement plan.
• Bonds

Planning

• Financial Planning
  We are grateful to Karen Drancik of Neuberger Berman for presenting this important information about involving your family in financial planning and decision making - the webinar is appropriately titled, “Anticipating the Unexpected.”
• Retirement Planning
  Jenna Witherbee discusses retirement planning considerations for 2024, including ways to save and new limits, notable 2024 deadlines, pre-tax vs Roth contributions, and ways to get back on track.
• Asset Management
  You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://youtu.be/jz5joyPKdVc