Don't Overlook the Spousal IRA
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
Want to take distributions from a 401(k) and convert only the after-tax dollars to a Roth? New rules allow you to do that. Learn more in this Financial Tip.
An amazing evening of music that is equal to those in London, Paris and New York are standard fare at KSU. Read the Article
An amazing evening of music that is equal to those in London, Paris and New York are standard fare at KSU. Read the Article
You still have time to make an IRA contribution for 2014. Bil Lako, CFP® tells you how in today’s Marietta Daily Journal. Read the Article
A target benefit plan is a type of money purchase pension plan that generally benefits older participants. Learn more in this Business Tip.
Just as the terms of annuities vary, so do the expenses and fees. Understand what you’re purchasing. We explain in this Insurance Tip.
Tuition paid to a specialized school for students with multiple learning disabilities may be tax deductible. We explain in this Tax Tip.
Don’t leave yourself vulnerable to identity theft. There are steps you can take to protect yourself. Read all about it in this Financial Tip.
Is it better to convert your IRA to a Roth IRA? No surprise–it depends on several factors. Bil Lako, CFP® explains in today’s Marietta Daily Journal. Read the Article