William Peterson Financial Planning

161 Main Street
Jackson, California 95642

209-257-3363
800-545-4209

 

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

 

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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Global vs. International:  What’s the Difference?

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."