In today’s Marietta Daily Journal, Bil Lako, CFP® explains why the selling point of “lowering your required minimum distribution” of qualified longevity annuity contracts is a moot point. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to…
The “Money Talks” Experts dig into a case study of an investor who wants to minimize her required minimum distributions and wonders if a qualified longevity annuity contract will work for her situation.
If you are 70½ or older and must begin taking annual required minimum distributions, you can use a qualified charitable distribution (QCD) to donate from your IRA and get a tax break, whether you itemize or not.
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares the story of a small-business owner who demonstrates the growing need for business exit planning. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current,…
Each year, the College Board releases its annual Trends in College Pricing report that highlights current college costs and trends. While costs can vary significantly depending on the region and college, the College Board publishes average cost figures, which are based on a survey of nearly 4,000 colleges across the country. Following are cost highlights…
The “Money Talks” experts provide listeners with some useful year-end planning tips that cover estate, tax, investment, and financial planning.
In today’s Marietta Daily Journal, Bil Lako, CFP®, tells the story of two brothers concerned that their dad’s new wife will cut them out of the estate.
We offer six tips to help minimize your loss and maximize your gains when investing in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how pass-through business entities may be able to make a payment to a rural hospital organization and pass a tax deduction on to the business owners.
If you haven’t given your retirement plan a thorough review within the last 12 months, now may be a good time to do so.
