Naming a Trust as Your IRA Beneficiary
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains using a trust as a beneficiary for your IRA. Read the Article
Internal Revenue Code Section 409A (Governing Nonqualified Deferred Compensation Plans)
Nonqualified deferred compensation plans are not governed by ERISA rules, but they must comply with Sec. 409A of the IRS. Learn more in this Business Tip.
How Can I Protect Myself From Credit Card Fraud?
The hosts of “Money Talks,” discuss the best line of defense for credit card fraud, and what measures are in place to help when you do your part.
U.S. Census Bureau Issues Report on Health Insurance Coverage in 2013
The U.S. Census Bureau reports 86.6% of the population had health insurance in 2013. Learn more in this week’s Insurance Tip.
Retiring and Relocating? Don’t Neglect State Taxes!
Have you considered moving to a tax-friendly state in which to spend your golden years? Find out what we mean in this week’s Tax Tip.
Deadline Approaching for Undoing a 2013 Roth IRA Conversion
You have until Oct. 15, 2014, to undo your 2013 traditional IRA to Roth IRA conversion. Learn why you should consider it in this week’s Financial Tip.
Jitters on Global Growth Result in Red Week
Weak reports from Europe cause American investors to pause, resulting in the markets tumbling for the week.
Q&A Time: Solar Power, Samsung, DRIPs and GoPro
The “Money Talks” hosts answer listeners’ questions on Fist Solar, Canadian Solar and more.
The Argument for Dollar Cost Averaging
We believe these arguments against dollar cost averaging come into play during consecutive years of positive returns.
Know Your Options if You Own a Variable Annuity
There are options available that could allow you to move your money out of the variable annuity and into a less volatile, fixed annuity product without triggering tax consequences today.