As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that a QTIP trust is designed to provide financial security to your surviving spouse while allowing you to control the ultimate distribution of your assets.
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, team up to help an investor who wants to provide for his wife when he passes but is also concerned about keeping certain assets in the family.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores interval funds, an investment in the alternative asset class that is sold like a mutual fund for individual investors.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, look at a situation where an adviser is recommending some alternative investments to a couple of investors. The investors are concerned about the increased risk and if they are the right fit for this strategy.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while the options a spousal beneficiary has when inheriting their late spouse’s IRA are plentiful, the distribution chosen should be dictated by their overarching financial plan.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, cover an investor’s options when he inherits his wife’s IRA. With three young children to care for while adjusting to life as a single parent, this investor must to consider when to access the money, taxes, and plans for his family’s future.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains a financing alternative for a startup business. However, entrepreneurs should proceed with extreme caution!
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Clay Norman, CFP® take a closer look at an entrepreneur who wants to tap into his retirement funds to fund his next startup because the sale of his last business didn’t result in immediate cash flow.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at the order in which retirement assets should be withdrawn.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, help a couple of investors consider the most tax advantageous way to withdraw their retirement funds.
