Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise. Here are some basics you should know.
Here’s a look at some investment decisions you might want to consider to secure your profit and assets as the new year dawns.
An annuity may not be for everyone. But, for many who are worried about the possibility of outliving their retirement, it can be the perfect solution.
Annuities can provide a steady stream of income throughout retirement, alleviating the stress that you might outlive your funds. But, what exactly are annuities?
A charitable trust uses its assets to support one or more philanthropic organizations.
Jason Totedo, a financial advisor with AGP Wealth Advisors, talks about investment strategies.
Jason Totedo, a financial advisor with AGP Wealth Advisors, talks about investment strategies.