Javier Simon

For many families, it’s essential to provide some kind of a financial safety net to your children. But if you’re not careful, taxation could significantly erode the value of that wealth and even leave you open to hefty estate taxes. But there are some tax... See more

People tend to view certain years as milestones—like 21 or 50. But people rarely discuss the significance of 73. However, that age is especially important for retirees and those nearing retirement. This is because 73 is the year that required minimum dist... See more

A cash balance pension plan is a type of defined benefit retirement plan. Here’s how it works. Your employer will pay a fixed percentage of each participating enrollee’s salary to the company’s main pension fund each year. That’s called the pay credit. Th... See more

American Alternative Assets review for gold investors - American Alternative Assets is a precious metals dealer that helps clients purchase gold and silver directly or for retirement accounts. - The company specializes in rolling over existing retirement ... See more

A deferred compensation plan is a contractual agreement between an employee and an employer that allows the worker to delay a portion of their salary or bonus until a future date, such as retirement. Taxes on those earnings are deferred, allowing you to r... See more