Blog posts

Should I Take a Lump-Sum Distribution or an Annuity?

If you recently received a letter offering you a lump sum distribution or an annuity from a former pension plan, you may be trying to weigh your best options. Your former employer can inform you of the choices available to you, but they are not able to offer guidance about what choice will be best […]

3 Ways to Coordinate Your Investments and Income Tax Planning

Most investors can get so caught up in the extensive research and due diligence to find the best investments that they forget about one crucial factor- income taxes. Many times, there are great investors who will hit home runs on a stock or fund, but when it comes to income taxes they have no clue […]