With Changes Ahead, Taxpayers can take Advantage of Current Tax Laws
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why deferring income and accelerating deductions means more this year. Read the Article
Time for Baby Boomers to Pay Up
If the full amount of a required minimum distribution isn’t taken, the penalty is 50% of the amount you didn’t withdraw. Read all about it in this week’s Tax Tip.
Don't Forget to Include Memory Loss When Planning for Retirement
Dementia affects more than 2.4 million Americans. Memory loss should be considered when planning for retirement. Learn more in this week’s Financial Tip.
Required Minimum Distributions: When You Have Too Much Money
At 701/2 , investors may be in a position of having more income than their spending. We explain what to do in this week’s Marietta Daily Journal. Read the Article
Liberal Expensing Limits Can Create Major Year-End Tax Savings
Businesses can take advantage of liberal expensing limits under Sec. 179 and bonus depreciation for new equipment. Read all about it in this week’s Business Tip.
Caring for an Aging Parent Checklist
Caring for an aging parent is more than making sure they don’t fall. Use our checklist covering seven key areas in this week’s Insurance Tip.
Taking Advantage of Back-door Roth IRAs
High-income earners can still fund a Roth IRA because there are no income limits for traditional IRA conversions. We explain in this week’s Tax Tip.
IRA and Retirement Plan Limits for 2017
For 2017, income limits increased for determining traditional IRA deductible contributions and Roth IRA eligibility. We explain in this week’s Financial Tip.
Investing with a Fixed-Income Focus
In today’s Marietta Daily Journal: When dipping into principal, take from the portion that is protected from market fluctuations. Read the Article
Quickbooks: Can't Keep Up with Bills?
There are more pleasant accounting tasks than paying bills, but QuickBooks Online organizes and simplifies this critical chore. We explain in this special QuickBooks Tip.