Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The fear of overfunding a 529 plan is a lot less now that new laws allow 529 Plan beneficiaries to roll left over funds into a Roth IRA.
Robbing Your Retirement to Fund Your Business Startup
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Clay Norman, CFP® take a closer look at an entrepreneur who wants to tap into his retirement funds to fund his next startup because the sale of his last business didn’t result in immediate cash flow.
In the News: The Overlooked Factor in Retirement Planning: Which Assets to Withdraw First
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at the order in which retirement assets should be withdrawn.
On the Move Again: International Travel Tips
With the COVID pandemic receding in most areas of the world, Americans are traveling again. If you’re planning a foreign vacation, here are some suggestions to help keep your trip on track.
When Tax Issues Become a Criminal Situation in the Eyes of the IRS
The chasm between a “minor accident” and “intentional fraud” when it comes to your taxes is a big one. The latter can get you into a significant amount of trouble and may even venture into criminal territory if you’re not careful.
Building a Solid Financial Foundation
In this episode of Planning Priorities, Henssler Financial Associate Giuliana Barbagelata, CFP®, highlights three steps to taking control of your finances to gain financial stability.
The Overlooked Factor in Retirement Planning: Which Assets to Withdraw First
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, help a couple of investors consider the most tax advantageous way to withdraw their retirement funds.
In the News: Securing your legacy: understanding beneficiary designations for 401(k)s and IRAs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the importance of updating your beneficiary designations with your 401(k) plan whenever there is a major life event like marriage, divorce, birth, or death.
Is an SBA (7) Loan Right for Your Business?
Millions of small and mid-sized businesses are the true foundation of the United States economy. Whether you’re a seasoned veteran or are a new entrepreneur, it’s important to understand the available funding options and how to take advantage of them.
Did You Get a Letter from the IRS? Don’t Panic
Since the IRS now does most of its auditing through correspondence, an IRS letter can, in some cases, ruin your day. Step 1. Don’t Panic. Step 2. Read our rundown of CP notices!