Deadline Approaching for Undoing a 2013 Roth IRA Conversion
You have until Oct. 15, 2014, to undo your 2013 traditional IRA to Roth IRA conversion. Learn why you should consider it in this week’s Financial Tip.
Jitters on Global Growth Result in Red Week
Weak reports from Europe cause American investors to pause, resulting in the markets tumbling for the week.
Q&A Time: Solar Power, Samsung, DRIPs and GoPro
The “Money Talks” hosts answer listeners’ questions on Fist Solar, Canadian Solar and more.
The Argument for Dollar Cost Averaging
We believe these arguments against dollar cost averaging come into play during consecutive years of positive returns.
Know Your Options if You Own a Variable Annuity
There are options available that could allow you to move your money out of the variable annuity and into a less volatile, fixed annuity product without triggering tax consequences today.
Tax Basis of Investments
Gain or loss on the sale of your investments equals the difference between your adjusted tax basis and the amount you realize upon the sale of the investment.
Annuity May Offer Options for Investors
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the new tax benefit for qualified longevity annuity contracts held in an IRA. Read the Article
Customize QuickBooks’ Reports, Make Better Business Decisions
It’s time to take advantage of QuickBooks’ greatest strength: customizable reports. Read all about it in this special QuickBooks Tip.
Viatical Settlements
If you are terminally ill, you have the option to sell your life insurance policy for a lump-sum cash payment. Learn all about Viatical Settlements in this week’s Insurance Tip.
10 Basic Tax To-Dos for the Rest of 2014
It’s time to gear up for year-end tax planning! Read 10 To-Dos for the last few months of 2014 in this week’s Tax Tip.