Small Businesses can Tailor a Retirement Plan to Their Needs
Senior Associate Jarrett McKenzie, CFP®, CWS®, joins Bil Lako, CFP®, and Troy Harmon, CFA, CVA, to discuss the types of retirement plans that can be appropriate for small businesses.
Senior Associate Jarrett McKenzie, CFP®, CWS®, joins Bil Lako, CFP®, and Troy Harmon, CFA, CVA, to discuss the types of retirement plans that can be appropriate for small businesses.
Age-weighted profit-sharing plans allocate contributions based on age, salary and projected benefits at retirement age. Learn more in this week’s Business Tip.
As you meet certain requirements, you can make a direct or 60-day rollover from a 401(k) plan to a Roth IRA. We explain in this week’s Financial Tip.
Small-business owners can offer employees a SIMPLE IRA to save for retirement. It’s really simple! We explain in this week’s Business Tip.
ERISA rules protect the interests of retirement plan participants. Do you know your plan’s fiduciary is? Learn more in this week’s Business Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the cornerstone of your financial plan determines your retirement.
Managing Associate, D.J. Barker, CWS®, Senior Associate, Jarrett McKenzie, CWS®, CFP®, and Director of Research Troy Harmon, CFA, CVA, delve into a common situation among retirees—the transition from accumulation to distribution. They discuss how important the plan is when it comes to finally withdrawing your retirement savings.
There comes a time when you must transition from saving for retirement to spending in retirement. Learn the steps in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the benefit of having tax diversified retirement assets. Read the Article
Principals Jennifer Thomas, CFP®, and Bil Lako, CFP®, are joined by Director of Research Troy Harmon, CFA, CVA, to discuss a common problem of investors who save the majority of their retirement funds in tax deferred accounts: taxes. They look at how required minimum distributions can bump a taxpayer into a higher bracket and the importance of having tax-diversification in your portfolio.