As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while high-income taxpayers can back their way in to a Roth IRA, there may be tax consequences.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that because nonqualified retirement plans fall outside the tax codes that govern plans like 401(k)s, they are not required to be offered universally to all employees.
Henssler Financial has been awarded a Top Workplaces 2023 honor by Atlanta Journal-Constitution Top Workplaces. The list is based solely on employee feedback measuring 15 culture drivers that are critical to the success of any organization: including alignment, execution, and connection, just to name a few.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that a QTIP trust is designed to provide financial security to your surviving spouse while allowing you to control the ultimate distribution of your assets.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores interval funds, an investment in the alternative asset class that is sold like a mutual fund for individual investors.
In August, our Research Analysts are paying close attention to second quarter earnings, the spread between corporate bonds and Treasury bonds, and inflation.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while the options a spousal beneficiary has when inheriting their late spouse’s IRA are plentiful, the distribution chosen should be dictated by their overarching financial plan.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains a financing alternative for a startup business. However, entrepreneurs should proceed with extreme caution!
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at the order in which retirement assets should be withdrawn.
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.
