A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Have A Question About This Topic?
There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.
Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health care planning.
Determine if you are eligible to contribute to a traditional or Roth IRA.