In the News: Leaving Your IRA to a Non-Spouse Beneficiary
As seen in the Marietta Daily Journal, Bil Lako, CFP®, highlights highlight some tax-saving alternatives if you intend to leave your IRA to a non-spouse beneficiary.
Leaving Your IRA to a Non-Spouse Beneficiary
In this week’s case study on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata to provide some alternative options to a “Stretch IRA.”
In the News: What news moves the market? depends on who is doing the moving
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a deeper look at how the market decides on what news to react to, and why.
In the News: If a recession is ahead, what positions will benefit portfolios?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why some of the investment strategies that are working for investors right now seem substantially similar to strategies that should work in a recession.
In the News: Remote Workers May Face State Income Tax Conundrum
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why some remote workers could be paying income tax in two states if their employer is in a different state.
Remote Workers May Face State Income Tax Conundrum
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Director of Insurance Planning Jim Crone, CLU®, CFS®, to tackle a couple’s situation of paying state income taxes twice because they work remotely.
In the News: If high quality companies are on sale, why aren’t investors buying?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why investors need to shift their mindset and see the down market as an opportunity.
If High Quality Companies are on Sale, Why Aren’t Investors Buying?
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Associate Melanie Wells, CFP®, discuss a couple who cannot decide what to do in this volatile market—sell out and wait until it levels out or dollar cost average more into the market.
In the News: Gifting while living—seeing loved ones benefit
As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares how he helped a couple coordinate a gifting plan benefitting their family without incurring any unpleasant tax consequences or creating a hardship situation for the recipient.
Gifting While Living—Seeing Loved Ones Benefit
Senior Associate Michael Griffin, CFP®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to advise a couple who want to begin gifting their wealth to their nieces and nephews. With a wide range of ages and situations, the planners provide ways to make the most of their generous gifts.