Description: The key to achieving your long-term financial objectives is planning. Contact me today to learn how I can help you prepare for your financial goals.
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As with most other things in life, the key to achieving your long-term financial objectives is preparing. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start. Of course, preparing for your fin
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
Lydia Orque Patricio is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Ins. Lic.# LD0698950) and Nevada. No insurance business may be conducted outside these states referenced.