Retirement Programs for Federal and State Employees
Federal employees are generally covered under one of two retirement systems. Read all about them in this Financial Tip.
Top-Hat Plans (Including SERPs)
A top-hat plan is unfunded and only provides benefits to a select group of management or highly compensated employees. Learn more in this Business Tip.
Advantages and Disadvantages of Tax-Deferred Fixed Annuities
Like many investment products, tax-deferred fixed annuities have both advantages and disadvantages. We explain in this week’s Tax Tip.
A Retirement Income Roadmap for Women
Whatever your goal, you’ll need a retirement plan that’s designed to support the lifestyle that you envision. Read more in this Financial Tip.
“Boot” and Relief of Owner’s Liabilities
Generally the incorporation of a business is tax free to both the shareholders and the corporation…that is until “boot” is involved. We explain in this week’s Business Tip.
Avoiding Personal Holding Company Tax
Corporations should monitor their earnings and the types of income to detect potential exposure to the PHC tax. Read more in this Business Tip.
Life Insurance Needs: Capital Retention Approach
The capital retention approach to life insurance helps preserve capital for heirs when the surviving spouse dies. Read more in this Insurance Tip.
Living to 100 Means Adjusting Your Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses how some investors believe they’ll live well into their 100s. That longevity can fundamentally change your financial plan.
How Does QuickBooks Online Handle Mobile Expenses?
QuickBooks Online’s mobile app, available at the Apple App Store and Google Play, can do many of the same tasks that it performs on your office desktop. You can, for example: Check account balances. Add and edit estimates, invoices, and sales receipts. Add and edit customers, vendors, products, and services. Record invoice payments. One of…
Good and Bad News About The Home Office Tax Deduction
The good news: Home-office deduction is still allowed for self-employed taxpayers. The bad news: It’s no longer available for employees, at least for 2018 through 2025. Read all about the changes in this week’s Business Tip.