tools2retire

Trevor P. Wardlaw / Investment Representative / Baylor Grad / / See website for full disclosures

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What Is a Roth IRA? Qualified Roth IRA distributions in #retirement are free of federal income tax and aren’t included in gross income.
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How Are Growth and Value Stocks Different? The labels growth and value reflect different approaches that can be used when making investment decisions.

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How Can I Upgrade My Insurance — Tax-Free? A 1035 exchange allows you to exchange your life insurance policy for one from another company without tax liability.

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REITs Offer Income and Diversification: Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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What Are Zero-Coupon Bonds? Zero-coupon bonds represent a type of bond that does not pay interest during the life of the bond.

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What Is a SIMPLE? The SIMPLE plan may appeal to small business owners as it is easy to set up, administer, and allows for a tax deduction.

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How Does Inflation Affect Me? Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

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How Long Will It Take to Double My Money? Before making investment decisions, it is helpful to determine the real rate of return on the investment.

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How Can My Gift Benefit Me and the Charity? To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

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How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan? IRAs and employer-sponsored #retirement plans are subject to annual contribution limits set by the federal government.
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What Is Split-Dollar Life Insurance? Split-dollar life insurance is an arrangement to purchase and fund life insurance between two parties.

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What Is an Exchange-Traded Fund? ETFs have unique attributes and attempt to track all types of indexes, industries, or commodities.

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Happy St. Patrick's Day!
Pic: Chicago River for St. Patrick's Day celebrations by Scott M. Liebenson.

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Key Retirement and Tax Numbers for 2026: This article provides 2026 contribution limits for #retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
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Retirement Portfolio Lifespan - How Long Will Your Funds Last?
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Q&A on RMDs: Here are answers to some key questions about required minimum distributions.
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Keeping Cool in Volatile Markets: Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
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What Are Dividends? It is important to understand how dividends (taxable payments to shareholders) fit with your long-term goals.
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