Naming a Child as a Beneficiary
Should a minor child be named the beneficiary of an ERISA-governed retirement plan?
Only One Nontaxable 60-Day Rollover OK’d
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ changes to IRA Rollover Rules. Read the Article
Georgia Qualified Education Expense Tax Credit Program
Dan DiLuzio, C.P.A., a Tax Manager with Henssler Financial, explains Georgia’s Qualified Education Expense Tax Credit Program. Dan describes how you can apply for the credit, the major benefits of the credit and why it has become so popular.
A View of Health Care from Around the World
Health care systems vary around the world, but they generally fall within one of four models. Read all about them in this Insurance Tip.
Retirement Myths and Realities
What will be your retirement reality? Do you know how much of it will be spent watching TV? Read about retirement myths and realities in this week’s Financial Tip.
Markets End Week Mixed After Week Containing Another Record High
The S&P 500 Index climbed to a new record high to 1987.0.
Sectors We Like Today
The “Money Talks” hosts discuss the sectors that they recommend investing in today.
Q&A Time: PepsiCo, CVS Caremark, Walgreens and More
We address listeners’ questions on 401(k)s, saving for retirement and give our preference between CVS Caremark and Walgreen Company
Transactions Don’t Always Involve Money
If you trade your business services with another vendor for products, that barter is taxable income. We explain in today’s Marietta Daily Journal. Read the Article
How the Windsor Decision Affects Retirement Plans
The IRS and the DOL recognize legally married same-sex couples for tax and employee benefit purposes. Find out how this affect’s your business’s retirement plan in this week’s Business Tip.