This week in the Marietta Daily Journal, Bil Lako CFP®, explains that when it comes to inherited IRAs, the solution that works for your family is very dependent on your long-term goals for the money, how much is in the IRA, at what age the original IRA owner dies, and the tax situation of the beneficiaries.
According to the 2021 Retirement Confidence Survey by the Employee Benefit Research Institute (EBRI), retirement preparations vary quite a bit by age group.
Are you contemplating trying your hand at flipping? If so, keep in mind that you will have a silent partner, Uncle Sam, who will be waiting to take his share of any profits in taxes.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Tax Consultant Jessie Thomas, CPA, to delve into a case study involving inherited IRAs and the SECURE Act, which eliminated the “stretch” strategy. They provide insight on the required minimum distribution rules for beneficiaries and other alternatives to pass assets on to heirs.
For July 2021, the Henssler Research Analysts are watching what is happening with regulation in China, the U.S. consumer’s inflation expectations, and Treasury yields.
Ransomware is malicious code that infects your computer system, allowing the perpetrator to lock the files and demand a ransom in return for a digital key to restore access. We look at how to protect yourself.
This week in the Marietta Daily Journal, Bil Lako, CFP®, explains even if divorce happens to you later in life, there is still time to recover and take control of your finances with the help of a trusted adviser. Read the article here. Disclosures: The investments referenced within this article may currently be traded by…
No matter how much you try to make objective decisions, you may be tempted to guess at market movements. One approach that should alleviate the guesswork is dollar-cost averaging.
If you are considering starting a business, the simplest and least expensive form of business is a sole proprietorship. However, sole proprietors are 100% personally liable for all business debts and legal claims. Here is what you need to know.
This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, CEPA, and Associate Melanie Wells, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, in providing some advice for an investor in his 50s who finds himself with substantially fewer assets after his divorce. The financial Experts give a laundry list of areas that need re-examination now that his financial goals have changed.