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.
The Potential Pitfalls of DIY Estate Planning
DIY estate plans may be penny-wise and pound-foolish. Know the risks before you bypass your estate planning attorney. Learn more in this Financial Tip.
Another Record Week for Dow
A Tech tumble on Monday doesn’t stop the Dow from reaching a new record for the week.
Q&A Time: SPDR S&P Dividend ETF and Falling Oil Prices
The “Money Talks” hosts answer listeners’ questions on “the dividend aristocrats” and why oil prices are falling with increased turmoil in the Middle East.
Technology News: Apple’s New Products and Alibaba’s IPO
Two technology companies have made headlines in the past week. We breakdown the news.