Short-Term Cash Need? Don’t Dismiss Your 401(k)
Our experts discuss a case study that demonstrates how a 401(k) loan may make sense to cover a unique short-term cash need.
Accessing Retirement Money Early
Our experts discuss a case study on how investors can take advantage of the five-year rule on Roth conversions to access retirement funds before age 59 ½ and avoid an early withdrawal penalty.
Tax Advantages When Paying for a Higher Education
Our experts discuss a case study of a family looking to make the most out of their 529 Plan assets and the available tax breaks for higher education.
Non-Cash Compensation Plans
Our experts discuss the options a small, family-owned business has when offering stock options as an incentive to employees.
Using Trusts to Pass an Inheritance to Minor Children
Our experts discuss a case study where the use of a trust would have solved the problem of a child inheriting property and assets.
Buying an Established Business Still Means You Have Become a Business Owner
Our experts discuss how buying an existing business still involves the planning and concerns of a start-up business.
Planning for Incapacity
Our experts take a broad look at planning for incapacity in the case of an elderly investor who has been diagnosed with the early signs of dementia.
How an Inheritance Affects Your Financial Plan
Our experts discuss a case study of a family who received an influx of cash through an inheritance. They discuss the importance of a financial plan before spending a dime.
Retirement Plans for the Self-Employed
Our experts tackle a case study of a lawyer who has recently opened her own firm and is overwhelmed by the retirement savings opportunities. They explain what plans generally work best for the self-employed, and what plans can accommodate employees, should she hire in the future.
Retire Early and Invest Reduced Benefits
Our experts discuss a case study of an individual who is considering retiring early and investing her reduced retirement benefit.