What is a Tax-Free Retirement Account?
...access to funds in the near term or if you’re focused on long-term growth. Retirement Lifestyle: Consider the lifestyle you...
What is a Self-Directed 401(k) Plans
...align their portfolios with their financial objectives and risk profiles. Potential Disadvantages of Self-Directed 401(k) Plans Complexity and Responsibility While...
How Much Should You Contribute to Your 401(k)?
...Importance of Starting Early Compound Interest Benefits Long-Term Investment Strategy Adjusting Contributions Over Time Annual Reviews Lifecycle Changes Tax Implications...
How to File for an Extension on Taxes
...financial records. Complex Financial Situations: Some tax situations are more complicated and require additional time for accurate reporting. Personal Circumstances:...
Can You Write Off Property Taxes?
...Any renovations or upgrades made to the property can increase its value. Market Comparisons: Assessors often compare similar properties in...
Understanding Tax Exemptions: What Does Exempt Mean on Taxes?
...Tax Exemptions in Financial Planning Strategies for Maximizing Exemptions Long-Term Financial Benefits Common Misconceptions About Tax Exemptions Misconception 1: All...
Understanding Taxes on Stock Investments
...of the first distinctions to make is between short-term and long-term capital gains: Short-Term Capital Gains: If you sell a...
Do You Need Life Insurance After Retirement?
...Income Sources Existing Savings and Assets Family Dynamics Types of Life Insurance Policies Term Life Insurance Whole Life Insurance Universal...
How to Save for Retirement After 50
...create a budget. Long-Term Care Insurance: Consider purchasing long-term care insurance to help cover potential future healthcare costs. Health Savings...
When to Start Saving for Retirement
...Current Financial Situation Define Your Retirement Vision The Power of Compound Interest Understanding Compound Interest The Long-Term Benefits Choosing the...
Financial planning and Investment advisory services offered through Diversified, LLC. Diversified is a registered investment adviser, and the registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation. Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.