In the News: Bond investing during rising interest rates
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a look at bond investing during a period of rising interest rates.
In the News: Taxes and custody—when a minor inherits an IRA
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains that while the generation skipping tax falls under the generous estate exemption amounts, the SECURE Act made some significant changes should you want to leave your retirement accounts to anyone other than your spouse.
Taxes and Custody—When a Minor Inherits an IRA
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to discuss an investor who wishes to leave his IRA to his granddaughter. They discuss the limitations the SECURE Act created for non-spousal inherited IRAs and other options that may benefit the heir.
In the News: Unretiring and the Social Security dilemma
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores your options for your Social Security benefits if you decide to unretire. You look at the big picture, and consider household income.
Unretiring and the Social Security Dilemma
Chief Investment Officer Troy Harmon is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Peter Lynch to discuss the situation of a retired senior who is considering suspending his Social Security benefits and returning to work. K.C. highlights all the variables that go into making this decision including considering anyone receiving benefits based on his earnings record.
In the News: Retirement distributions: taking the tax sting out of RMDs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that delaying any retirement plan withdrawals until you absolutely must can create undesirable tax consequences.
Retirement Distributions—Taking the Tax Sting out of RMDs
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and a Financial Planner discuss how investors need to plan for required minimum distributions to minimize the tax implications and income related adjustments to Medicare.
In the News: Pieces of the college planning puzzle
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains its best to save early and often for your children’s education. He looks at some of the most popular ways to save.
Pieces of the College Planning Puzzle
Senior Associate, Melanie Wells, CFP®, joins Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the many options for parents who are saving for their children’s college education.
In the News: All Your Eggs in One Basket: Concentrated Stock Positions
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights the problems investors have with a concentrated stock position and provides possible solutions to reduce the concentration.