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Day: June 1, 2020

Minimizing the Tax Burden of an Inherited IRA

Our Financial Planning Experts tackle a listener’s concerns about passing a tax burden to his children with an inherited IRA.

2019 IRA Contribution Deadline Has Been Extended

You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2019 ($7,000 if you were age 50 or older on December 31, 2019).

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Kennesaw, GA Office

3735 Cherokee Street
Kennesaw, Georgia 30144

  • 770-429-9166

Dunwoody, GA Office

Roam Office available for meetings upon request.

1155 Mt. Vernon Highway NE
Atlanta, GA 30338

Naples, Fl Office

4850 Tamiami Trail N. Suite 301
Naples, FL 34103

  • 239-467-5500