Transactions Don’t Always Involve Money
If you trade your business services with another vendor for products, that barter is taxable income. We explain in today’s Marietta Daily Journal. Read the Article
How the Windsor Decision Affects Retirement Plans
The IRS and the DOL recognize legally married same-sex couples for tax and employee benefit purposes. Find out how this affect’s your business’s retirement plan in this week’s Business Tip.
Longevity Income Annuities
There is a possibility that you might outlive your retirement accounts. Longevity Income Annuities offer one solution. Learn more in this Insurance Tip.
Will the Affordable Care Act Affect Your Tax Return for 2014?
If you do not have health insurance during 2014, you may have to pay a penalty on your individual’s income tax returns. Learn more in this Tax Tip.
Tax Facts about Summertime Child Care Expenses
If you have children under 13 who require daycare while you work, you may qualify for a tax credit. Read all about it in this Tax Tip.
Profit Sharing Plans
The hosts of “Money Talks,” Gene Henssler, Ph.D., Bil Lako, CFP®, and Ted Parrish, CFA, explain how a profit sharing works. The hosts discuss vesting options, advantages for both the employer and employee, and how to determine if a profit sharing plan is best for you.
Understanding Mutual Fund Share Classes
Funds that offer multi-class shares allow you to select a share class that is best suited to your investment goals. Read more in this Financial Tip.
Positive Week After Fed Indicates They are in No Rush to Raise Interest Rates
The week kept up a positive swing based on better than expected earnings and an accommodative Fed policy.
Timing the Next 10% Correction
What would be the harm in holding 10% of your portfolio in cash to invest during the next 10% correction?
Q&A Time: Profit Sharing Plans, Student Loans and Canadian Investments
The “Money Talks” hosts address listeners’ questions on profit sharing plans, reducing student loan payments and investing in Canada.