What information would you need from Sarah in order to give her sound advice?Discuss the taxability of the different types of assets.
Part 1: You’re at a family party when your cousin, Sarah, approaches you admitting she knows “nothing about money.” She is starting a new job at UConn and has a choice between a 401k and a pension. She really wants to make the smart choice and asks for your advice. In order to vest in […]