The "SEPP" Exception to the IRA Premature Distribution Tax
If you need to tap the funds in your IRA, you may be able to avoid the early 10% withdrawal penalty. Read more in this Financial Tip.
Mixed Markets and Mergers & Acquisitions
Warren Buffett’s offer to buy Heinz was the big news of the week.
Choosing Your Tax Return Preparer
Bil Lako, CFP®, shares advice on choosing your tax return preparer, because regardless of who prepares it, you are responsible for the information contained in your tax return.
Q&A Time: Canadian Oil Stocks, Apple, Airlines and More
The “Money Talks” hosts discuss Canadian oil stocks, provide their opinions on Apple and explain how to profit from a 0% interest offer.
Why Refinancing Can Help You
Bil Lako, CFP® discusses the financial advantage to refinancing a mortgage in today’s Marietta Daily Journal.
Compensating Yourself with Wages
If you own a business, you likely receive compensation through wages and dividends. But which is better? Find out in this Business Tip.
If Long-Term Care Insurance Isn't for You: Other Options
Long-term care insurance can be cost prohibitive, but there are alternatives. Read all about them in this week’s Insurance Tip.
Don’t Forget to Report Those Foreign Financial Assets!
The penalty for failing to report specified foreign financial assets for a tax year is $10,000! Learn more in this week’s Tax Tip.
Estate Planning Strategies in a Low-Interest-Rate Environment
Tired of low interest rates? Us too. However, they can be beneficial for certain estate planning strategies. Learn more in this Financial Tip.
A Mixed Week Following Technology’s Rolling Results
Technology stocks were up and down, and the markets followed.