September 2016 Newsletter
September 2016 Newsletter [PDF]
- Customization Comes to Target-Date Funds
According to Morningstar, target-date funds (TDFs) attracted nearly $70 billion in 2015. Now that custom TDFs are emerging, they help to point out that “regular” TDFs have cons as well as pros. If you invest in a TDF or if you’re considering one, you should know what’s inside the package, so you can decide on an appropriate strategy, going forward. Learn more in our September Newsletter.
- Drawing Down Your Portfolio in Retirement
For many seniors, tax-efficient withdrawals require two levels of decisions. First, should the dollars come from regular taxable accounts or from tax-deferred accounts such as IRAs? Second, regardless of where the money is coming from, how will a portfolio be liquidated to provide spending money?
- Setting Paid Time-Off Policies
Offering time off may help to attract and retain valued employees. For business owners, the key is to develop a policy that provides flexibility and downtime without harming the company’s productivity. Learn more in this month’s newsletter.
- September, 2016 Tax Calendar
Use our handy Tax Calendar for important dates and reminders.