In the Marietta Daily Journal, Bil Lako, CFP®, explains how 2020 provides a unique opportunity to take what would have been a 2020 RMD and roll it into a Roth IRA. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from…
In the Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ latest move to help investors repay their unwanted 2020 RMDs.
In the Marietta Daily Journal, Bil Lako, CFP®, explains that the market has recovered a majority of what it lost, in March. Hopefully, you did not touch your 401(k) by cutting your contributions or moving your investments to cash equivalents during the trough.
In the Marietta Daily Journal, Bil Lako, CFP®, explains that while the market has recovered the majority of what it initially lost, many individuals are still in survival mode.
In the Marietta Daily Journal, Bil Lako, CFP®, explains how when the market is down 33% from the high, many investors cave in to fear and sell at the bottom of the market.
In the Marietta Daily Journal, Bil Lako, CFP®, explains how your estate planning documents may not affect your treatment if you contract the coronavirus.
In the Marietta Daily Journal, Bil Lako, CFP®, shares how only 33 S&P 500 companies have suspended their dividend since March 2020.
In the Marietta Daily Journal, Bil Lako, CFP®, shares how the IRS is handling tax issues relating to coronavirus-related distributions from retirement accounts.
In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP®, shares the story of an investor who almost lost over $90,000 because his investment account was compromised.
In the Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP®, explains how you may be able to convert stock shares at depressed prices to a Roth IRA for future tax-free growth.
