Thoughts on Thursday... Eye On Money

Thoughts on Thursday... Eye On Money

| August 16, 2018

We invite you to check out the new issue of Eye On Money! Inside are articles on:


Financial tips for your 50s and 60s that can help you build wealth and prepare for a financially secure retirement.


529 plans. They are not just for college anymore! Don’t miss this article if you plan to use money from a 529 plan to pay for grades K-12 tuition.


Roth IRAs. With lower income tax rates in place, this may be an ideal time to convert to a Roth IRA.


Asset location. Dividing your assets between your taxable investment accounts and retirement accounts in a tax-smart manner may boost your after-tax returns.


Also in this issue, you can check out how to prepare financially for a health crisis, learn what to consider when choosing a donor-advised fund sponsor, and review five things you should know about the new federal estate tax exemption. Plus, you can take an armchair tour of Arches National Park, learn where to find the darkest skies and best star-gazing, and see how much you really know about South America.       


Please let us know if you have questions about anything in Eye On Money.

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