Odds of Being Targeted by the IRS for Audit
The IRS audit selection process favors returns that claim the Earned Income Tax Credit. Learn more in this week’s Tax Tip.
The IRS audit selection process favors returns that claim the Earned Income Tax Credit. Learn more in this week’s Tax Tip.
As you meet certain requirements, you can make a direct or 60-day rollover from a 401(k) plan to a Roth IRA. We explain in this week’s Financial Tip.
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Director of Research Troy Harmon, CFA, CVA, discuss the use of trusts to control your wealth from beyond the grave. They cover the possibilities as well as the drawbacks to doing so.
Investors turned to more defensive stocks like utility companies and other dividend-paying shares, which led the S&P 500 Index to slight gains on Monday. Technology shares led Tuesday’s downswing as the Dow Jones Industrial Average and the S&P 500 saw their biggest daily declines in more than a month.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how your financial plan can show the need for LTC coverage.
Small-business owners can use financial key performance indicators to measure the health of their business. Read all about it in this week’s Business Tip.
If you’re concerned your funeral costs will be a burden to your family, you may consider funeral insurance. We explain in this week’s Insurance Tip.
Some seniors may benefit from a qualified longevity annuity contract to lower their RMDs. We explain in this week’s Tax Tip.
Student loan debt is real: The 2015 graduating class had an average debt of $30,100. Learn more in this week’s Financial Tip.
Insurance Expert Jim Crone, CLU®, CFS®, takes a look at a couple’s decision on buying long-term care coverage. He explores how their financial plan can show whether they can afford to self-insure and other options aside from traditional long-term care policies.