As you meet certain requirements, you can make a direct or 60-day rollover from a 401(k) plan to a Roth IRA. We explain in this week’s Financial Tip.
Indices closed the session with mixed moves on Friday. The Dow and S&P 500 tacked on some points while the Nasdaq ended trading fractionally in the red zone. Nike led advancers on the Dow. The athletic footwear and apparel company added 8% today following the release of better-than-expected quarterly details.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how your financial plan can show the need for LTC coverage. Read the Article
Small-business owners can use financial key performance indicators to measure the health of their business. Read all about it in this week’s Business Tip.
Some seniors may benefit from a qualified longevity annuity contract to lower their RMDs. We explain in this week’s Tax Tip.