Insights

RMDs Explained – The Definitive Guide

Retirement accounts, such as IRAs and 401(k)’s, are great savings vehicles. They allow you to save on a tax-deferred or tax-free basis, leaving more of your money to experience compound growth. Unfortunately, we can’t hold retirement accounts indefinitely. It all...

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Tax-gain Harvesting – Save on Future Taxes

2017 has been a great year for the stock market. Despite uncertainty around tax reform, verbal skirmishes with North Korea, and an aging bull market, the market continues its quiet and steady march forward. The S&P 500 Index was up each of the first three quarters,...

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Truuwater Financial

Truuwater Financial  |  12340 El Camino Real  |  Suite 310  |  San Diego, CA 92130  |  833-777-TRUU

Investment advisor offered through Stratos Wealth Advisors, LLC, as registered investment advisor. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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