IRAs pass to who is listed on your beneficiary forms, regardless of what you outline in your Will. Learn more in this Tax Strategist.
If you and your ex have joint custody of your child, who gets to claim the child as a dependent? The IRS has some rules. Learn more in this Tax Strategist.
Relocating for work? It’s important to consider how your new location may affect your bottom line. Learn more in this Financial Tip.
Indices ended mixed on Monday. The Dow and S&P 500 added gains. The Nasdaq closed fractionally in the red zone. Boeing stood out among advancers on the Dow.
Stocks stepped up on Friday in the wake of mixed economic news. Retail sales ticked up in August. Commerce Department figures showed a 0.2% increase. The result was shy of an expected 0.4% gain.
You research stocks, but have you researched your financial adviser? Bil Lako, CFP®, explains how in today’s Marietta Daily Journal. Read the Article
Transferring your business interest to your children may incur gift and estate taxes. Careful planning can help. Learn more in this Business Tip.
Indices ended in the red zone Thursday. JPMorgan Chase led the Dow’s descent. Brands traded lower in the wake of various economic news.
Indices closed out mixed on Wednesday. The Dow and S&P 500 posted gains. IBM and Microsoft stood out among advancers on the Dow.
Legally married same-sex couples are treated as married for all federal tax purposes. Learn more in this Tax Tip.