Fiscal Cliff…What Fiscal Cliff?
Bil Lako, CFP® highlights some of the basics coming out of Congress’ fiscal cliff legislation, including changes to the alternative minimum tax.
The Economics of Borrowing from Your 401(k)
Before you raid your 401(k) balance for a loan, you should carefully consider the long-term opportunity cost. Learn more in this Financial Tip.
Considering a Roth Conversion
With higher taxes coming, it may be wise to consider a Roth conversion before 2013. Read all about it in this Marietta Daily Journal blog post. This article is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded by Henssler…
IRA and Retirement Plan Limits for 2013
IRA limits are increasing in 2013, including how much you can save and income limits for determining tax deductibility. Read all about it in this Financial Tip.
Roth IRA Conversions: Opportunities and Deadlines
2012 may present an opportunity to convert a traditional IRA to a Roth IRA at a potentially lower tax cost. Learn why in this week’s Financial Tip.
401(k) Wraparound Plan
Looking for a benefit for highly compensated employees? Consider a 401(k) wraparound plan. Read more in this week’s Business Tip.
Q&A Time: DNP Select Income Fund, Inc. and Bond Funds
The “Money Talks” hosts discuss an investment in DNP Select Income Fund, and address a question on when bond funds are appropriate investments.
Pension Maximization
Bil Lako, CFP® highlights a financial strategy to help maximize retirement benefits while providing for your spouse.
Saving for College and Retirement
You can borrow money for your children’s college education, but you cannot borrow money for your own retirement. We explain how to find balance in this Marietta Daily Journal Blog post. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information…
Withdrawals from Traditional IRAs
In these challenging economic times, you may be considering taking a withdrawal from your traditional IRA. While you’re allowed to withdraw funds from your IRAs at any time, for any reason, the question is, should you? Learn more in this Financial Tip.