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What Exactly is a Target Date Fund?

Apr 20th, 2021 • Lisa W.
If you participate in a workplace retirement plan (401(k), 403(b) or similar), there is a very strong possibility that you are invested in a target date fund (TDF). In 2020, 50% of 401(k) accounts were held exclusively in target date funds, and 75% of accounts contained at least one TDF. But do you know exactly … more »
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What Qualifies as a Dependent on Your Taxes?

Mar 23rd, 2021 • Damian Dunn
Tax season is here and so thoughts turn to…dependents. (Presumably, you are always thinking about your beloved dependents!) While you certainly know whom you consider to be dependent upon you, the definition of “dependent” is more nuanced for income tax purposes.  Understanding exactly who is (and who is not) a dependent has enormous implications for … more »
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