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Author Archives: Henssler Financial

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Deadline Approaching for Undoing a 2013 Roth IRA Conversion

Blog, Retirement, TaxBy Henssler FinancialSeptember 30, 2014

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

Economy/Stock MarketBy Henssler FinancialSeptember 29, 2014

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

Investment SelectionBy Henssler FinancialSeptember 29, 2014

The “Money Talks” hosts answer listeners’ questions on Fist Solar, Canadian Solar and more.

The Argument for Dollar Cost Averaging

Investment SelectionBy Henssler FinancialSeptember 29, 2014

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

InsuranceBy Henssler FinancialSeptember 29, 2014

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.

Tax Basis of Investments

TaxBy Henssler FinancialSeptember 29, 2014

Gain or loss on the sale of your investments equals the difference between your adjusted tax basis and the amount you realize upon the sale of the investment.

Annuity May Offer Options for Investors

Blog, In The News, Investment SelectionBy Henssler FinancialSeptember 26, 2014

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the new tax benefit for qualified longevity annuity contracts held in an IRA. Read the Article

Customize QuickBooks’ Reports, Make Better Business Decisions

Blog, Business Owner/Self Employed, Quickbooks TipsBy Henssler FinancialSeptember 26, 2014

It’s time to take advantage of QuickBooks’ greatest strength: customizable reports. Read all about it in this special QuickBooks Tip.

Viatical Settlements

Blog, InsuranceBy Henssler FinancialSeptember 25, 2014

If you are terminally ill, you have the option to sell your life insurance policy for a lump-sum cash payment. Learn all about Viatical Settlements in this week’s Insurance Tip.

10 Basic Tax To-Dos for the Rest of 2014

Blog, TaxBy Henssler FinancialSeptember 24, 2014

It’s time to gear up for year-end tax planning! Read 10 To-Dos for the last few months of 2014 in this week’s Tax Tip.

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