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Yearly Archives: 2021

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  2. 2021

In the News: An indirect 401(k) rollover: time is ticking to avoid tax consequences

Blog, In The NewsBy Editorial TeamDecember 31, 2021

As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights some common mistakes investors make when it comes to required minimum distributions.

Are You a HENRY? Consider These Wealth-Building Strategies

Blog, Personal FinanceBy Editorial TeamDecember 30, 2021

Are you a high earner but you’re not yet rich? If this sounds like you, it may be time to focus on growing wealth—even if it means making some temporary sacrifices.

Start 2022 Off Right: Clean Up QuickBooks

Blog, Business Owner/Self Employed, TaxBy Editorial TeamDecember 29, 2021

Is your QuickBooks company file ready for 2022? Here are three things you can do to put things in order.

In the News: With multiple accounts, there is plenty of room for RMD errors

Featured, In The NewsBy Editorial TeamDecember 24, 2021

As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights some common mistakes investors make when it comes to required minimum distributions.

P/E Ratios Offer Multiple Perspectives on Value

Blog, Investment SelectionBy Editorial TeamDecember 23, 2021

Looking for a good buy in the market? The price/earnings (P/E) ratio can be a helpful starting point for evaluating whether a company’s stock is under- or overpriced.

New Tax Information Reporting Requirement for Cryptocurrency

Blog, Investment Selection, TaxBy Editorial TeamDecember 22, 2021

With the Infrastructure Investment and Jobs Act of 2021, cryptocurrency exchanges will have new information reporting requirements starting in 2023. The first reporting forms related to crypto transactions will be issued to the IRS and investors in January 2024.

With Multiple Accounts, There is Plenty of Room for RMD Errors

Case Study, Featured, New Year/End of Year, RetirementBy Editorial TeamDecember 21, 2021

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to work through the complicated situation of having multiple retirement accounts that require individual required minimum distributions. With plenty of room for error, paying close attention to RMDs is necessary.

Are You Using QuickBooks’ Custom Fields? Should You Be?

Blog, Business Owner/Self Employed, Quickbooks TipsBy Editorial TeamDecember 16, 2021

QuickBooks was designed to be used by numerous types of small businesses. Custom fields help you tailor it to meet your own needs.

Borrowing Options: Benefits and Dangers of Borrowing

Blog, Personal Finance, Starting OutBy Editorial TeamDecember 15, 2021

Debt, credit, and borrowing are a how most investors make large purchases, whether it is a car, a home, or college tuition. However, borrowing comes with a dangerous side as well.

Most Investors Will Pay Tax on a Portion of Their Social Security Benefits

Case Study, Nearing Retirement, Retirement, TaxBy Editorial TeamDecember 14, 2021

Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, join Chief Investment Officer Troy Harmon, CFA, CVA, to address a couple’s concerns about taking Social Security benefits knowing they will likely be taxed on their benefits.

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