Toolbox
What’s In Your Toolbox? (Part 4)
Over the last several blog entries, we have reviewed the details within the various types of accounts and learned how and when they are taxed. To finish this series, let’s look at the final grouping: The Roth IRA was named after William Roth, a senator from the state of Delaware. He was the main…
What’s In Your Toolbox? (Part 3)
In the last blog entry What’s In Your Toolbox? (Part 2), we learned about the various types of taxable accounts and how the investment growth is taxed when earned. Let’s turn our attention, today, to the next group of accounts in order to better understand the value these bring to our “toolbox” of options….
What’s In Your Toolbox? (Part 2)
The last post in this series entitled “What’s In Your Toolbox,” we looked at the various types of accounts and grouped them into three general categories: Today, let’s focus on the taxable accounts in order to better understand their characteristics and how they can be a great “tool” to have available. In the future, we…
What’s In Your Toolbox?
Your accounts like tools in a toolbox, each serving a different purpose, allow you to accomplish a variety of goals in the best way possible. When you think about your portfolio, you often immediately remember the underlying investment holdings like stocks, bonds, mutual funds, ETFs, etc. What about you? What comes to mind when the word…
