Active Lifestyle
While enjoying retirement, you can still optimize your assets and ensure your family is cared for in the future.
Optimizing Liquid Assets
There’s a lot you can do with your liquid assets to protect and optimize them.
- Any gifts up to $12,000 you give each year are tax free. Take advantage of this so that your family has fewer taxes to pay later.
- Open an online checking account with Univest, where you can gain interest on the money in your checking account, as well as enjoy other benefits.