Roth 401(k) Conversions
The 2012 Tax Act allows for 401(k) in-plan Roth conversions, but is it a good financial idea to do so?
Focusing on Your Savings Rate
Before you concern yourself with performance and fees, you need to focus on how much you save.
Market Bubble, Coach, Fifth & Pacific, Coke and Pepsi
Dr. Gene and Ted Parrish, CFA, address whether the market is a bubble about to burst when quantitative easing ends.
Making Every Penny Count
In today’s Marietta Daily Journal, Bil Lako, CFP® provides guidance on creating your household budget. Read the Article
LLC, LLP, PC, LP Distribution Rules
Your business structure affects how distributions of cash or property to owners are taxed. Read more in this Business Tip.
Under the health-care reform law, do I have to pay income taxes on employer contributions to my health insurance?
Do you have to pay income taxes on employer contributions to your health insurance? Find out in this Insurance Tip.
Goldman Sachs’ Apple Downgrade Is Perfect Buy Signal: Henssler’s Parrish
Ted Parrish, CFA, joins Yahoo Finance “Breakout” to say why he thinks Apple, Inc. is just “out of favor.” Watch the Interview
Has Your 2012 Roth-Converted IRA Declined in Value?
Did your Roth-converted IRA decline in value? You have until Oct 15, 2013 to completing recharacterization. Learn more in this Tax Tip.
Financial Tips for Obtaining a Mortgage Loan
Mortgage lenders are tightening up their mortgage lending requirements. We offer three tips to help you qualify in this week’s Financial Tip.
Finding patterns—Local Financial Director Discusses Current Stock Market Trends
“There’s more clarity now than there was six months ago,” says Bil Lako, CFP® in today’s Marietta Daily Journal.