Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains mapping out your liquidity needs for retirement. Read the article.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains mapping out your liquidity needs for retirement. Read the article.
DOL issues new rule for financial professionals if advice provided relates to retirement plans or IRAs. Read more in this week’s Financial Tip.
Test driving a retirement plan includes identifying the difference between your after-tax income and your desired after-tax spending for any given year.
Just finished your business’s books for 2015? You have up to the due date of your business tax return to establish a SEP. Learn more in this week’s Business Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights the benefits of Roth 401(k) contributions. Read the Article
Our experts discuss whether an investor should make traditional or Roth 401(k) contributions.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how long your IRA can last with different beneficiaries. Read the Article
Planning to roll over your 401(k) to an IRA? We explain six potential pitfalls to watch out for in this week’s Financial Tip.
Our experts discuss a case study involving a non-spouse inherited IRA and what the withdrawal options are for the beneficiary.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explores accessing retirement funds through substantially equal periodic payments. Read the Article