In the News: Letters from IRS are Legitimate
Both the IRS and the Georgia Department of Revenue are taking measures to confirm your identity. Bil Lako, CFP explains in today’s Marietta Daily Journal.
Business Life Cycles and Business Planning
As your small business reaches the different stages of business life cycle, planning and goal setting must evolve as well. Read more in this week’s Business Tip.
Insurance Needs in Retirement
As you age your insurance needs change. If you retire healthy, you’ll want insurance that will help you stay that way. Learn more in this week’s Insurance Tip.
Those Gold Sales May Be Taxable
If you sold your gold you’ll have to report your gains on your tax return. Careful! Some gold is considered a collectible. Learn more in this week’s Tax Tip.
Deciding What to Do with Your 401(k) Plan When You Change Jobs
Leaving your job? Consider what you’ll do with your 401(k) carefully, as some can carry severe tax consequences. Read more in this week’s Financial Tip.
In the News: Paying Uncle Sam with Plastic
Bil Lako explains the “convenience” of paying your tax debt with plastic in today’s Marietta Daily Journal. Read the Article.
Can I Provide Annuity Payments to My Heirs After I Die?
A stretch annuity can allow for the death benefit to be paid over several years, while the balance to continues to grow. Read more in this week’s Insurance Tip.
Keeping Track of Expiring and New Tax Provisions
A series of tax law changes began with 2011’s expiring provisions and include new laws starting in 2013. For a review, read this Tax Tip.
Election Year Tax Talk: Deciphering the Terminology
Taxes will be a hotly debated topic in the 2012 election. Here is a list of the topics candidates will likely discuss. Read more in this Tax Tip.
There's Still Time to Contribute to an IRA for 2011
There is still time to save $5,000 ($6,000 for age 50+) for retirement for the 2011 tax year. You have until April 17th. Learn more in this week’s Financial Tip.