Six Potential 401(k) Rollover Pitfalls
Planning to roll over your 401(k) to an IRA? We explain six potential pitfalls to watch out for in this week’s Financial Tip.
As a Non Spouse Beneficiary of an IRA, You have Several Options
If withdrawals are not taken from an inherited IRA in a timely manner, the funds could be subject to a 50% penalty tax. We explain in today’s Marietta Daily Journal. Read the Article
Employers: Important Due Date Approaching
Another tax form? Yep. Applicable large employers have to file a 1095-C to report health coverage offered to employees. Learn more in this week’s Business Tip.
What information will I need before shopping for an auto insurance policy?
You’ve been putting off shopping for auto insurance. It’s not that hard. We offer some guidelines to make it easier in this week’s Insurance Tip.
Take Advantage of the IRA-to-Charity Provision
If you’re fortunate enough to not need money from your RMD, you can donate it directly to a charity. Read all about it in this week’s Tax Tip.
Cost of Living: Where You Live Can Affect How Rich You Feel
You might make a lot of money, but the cost of living where you live affects how far your money goes. We explain in this week’s Financial Tip.
Accessing Retirement Funds Using Substantially Equal Periodic Payments
In today’s Marietta Daily Journal, Bil Lako, CFP®, explores accessing retirement funds through substantially equal periodic payments. Read the Article
Tax Treatment of Travel Expenses
Deducting business expenses is more complicated than it seems. Learn what is deductible in this week’s Business Tip.
Disability Insurance: Understanding Waiting Periods
The length of your waiting period affects the cost of your disability insurance premium. Read more in this week’s Insurance Tip.
Household Help: Employee or Contractor?
Not all those hired to work in a taxpayer’s home are considered household employees. We explain in this week’s Tax Tip.