By: Mary Wood | Category: Financial Services | Issue: March 2020
When do I begin planning for retirement? How should I invest my tax refund? Is there someone near me that is the best person to help me with investments? Be smart with your assets. The best wealth management help is like a financial engine when investing your money. RCB Bank has well know experts who are certified investment experts who are considered as some of the 'best of the best.' If you don't already have a plan for how to use your tax refund, stretch your dollar even further for your future financial well-being with a savings investment. A 529 Education Savings Plan is ideal if you're planning on going back to school or saving up for your children's tuition. A 401(k) Plan is offered by some employers to help accumulate savings for retirement. If your employer does not offer a 401(k) Plan, a Traditional IRA or Roth IRA might be the best solution for your retirement plan. Mary Wood at RCB Bank shares her investment and savings expertise in this month's Financially Fit column at ValueNews.com. Locations throughout Oklahoma. See RCB Bank's Financially Fit column monthly in Values News Magazine and Valuenews.com in Tulsa, Broken Arrow, Owasso, Collinsville, Bixby, Jenks, Sapulpa, Claremore, Catoosa, Inola, Oologah, Chelsea, Grove, Bartlesville, Muskogee, Pryor, Locust Grove, Skiatook, Sperry and throughout northeastern Oklahoma.
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