Don't Overlook the Spousal IRA
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
Don’t Overlook the Spousal IRA
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
Converting Your After-Tax 401(k) Dollars to a Roth IRA
Want to take distributions from a 401(k) and convert only the after-tax dollars to a Roth? New rules allow you to do that. Learn more in this Financial Tip.
Selecting a Financial Professional: Brokers and Advisers
Our experts take a look at a case study of a professional who desires help with her investments and needs to decide on the type of financial professional she want to work with.
KSU's Music Department a Treasure in Our Own Backyard
An amazing evening of music that is equal to those in London, Paris and New York are standard fare at KSU. Read the Article
KSU’s Music Department a Treasure in Our Own Backyard
An amazing evening of music that is equal to those in London, Paris and New York are standard fare at KSU. Read the Article
Save While You Can — Make a ’14 IRA Contribution
You still have time to make an IRA contribution for 2014. Bil Lako, CFP® tells you how in today’s Marietta Daily Journal. Read the Article
Target Benefit Plan
A target benefit plan is a type of money purchase pension plan that generally benefits older participants. Learn more in this Business Tip.
Understanding Annuity Expenses
Just as the terms of annuities vary, so do the expenses and fees. Understand what you’re purchasing. We explain in this Insurance Tip.
Tuition for School to Treat Learning Disabilities is Deductible
Tuition paid to a specialized school for students with multiple learning disabilities may be tax deductible. We explain in this Tax Tip.