What is a life insurance trust and why should I consider establishing one?
A life insurance trust can be designed to accomplish a variety of estate planning needs. Learn more in this week’s Insurance Tip.
Borrowing Money to Finance an Education?
Both home equity loans and education loans can generate tax deductions. Each has its own special rules and limitations. Learn what we mean in this Tax Tip.
Friday’s Rally Not Enough to Push Markets into the Green
Friday’s solid employment news wasn’t enough to erase the markets’ tumble for the week.
Q&A Time: Terex Corp., National Presto and Spousal IRA Contributions
The “Money Talks” hosts answer listeners’ questions on heavy machinery companies and Small-Cap consumer discretionaries.
Nonqualified Plans can Provide More Than Retirement Savings
As an incentive to remain with the company, an employer can pay premiums for a variety of insurance policies.
Longevity Annuity May Offer Options for Investors with Limited Resources
As long as the deferred annuity meets certain requirements, the value of the annuity deposit will no longer be included in the value of your IRA or 401(k) for required minimum distribution calculations.
Prepare Now for a Year-End Investment Review
Almost as important as knowing how your portfolio performed is understanding why it performed as it did. We explain in this Financial Tip.
Naming a Trust as Your IRA Beneficiary
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains using a trust as a beneficiary for your IRA. Read the Article
Internal Revenue Code Section 409A (Governing Nonqualified Deferred Compensation Plans)
Nonqualified deferred compensation plans are not governed by ERISA rules, but they must comply with Sec. 409A of the IRS. Learn more in this Business Tip.
How Can I Protect Myself From Credit Card Fraud?
The hosts of “Money Talks,” discuss the best line of defense for credit card fraud, and what measures are in place to help when you do your part.