There's Still Time to Contribute to an IRA for 2015
It’s not too late to make an IRA contribution for 2015. Better still, it may be tax deductible! Learn more in this week’s Financial Tip.
Should I delay taking my first RMD?
You can delay your first required minimum distribution, but then you will have to take two distributions that year. We explain in this week’s Financial Tip.
You can delay your first #RMD, but then you will have to take 2 distributions the next year.
Saving for Retirement without an Employer-Sponsored Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to save for retirement if an employer plan is not available. Read the Article
2016 Annual Limits Relating to Financial Planning
Have all the numbers you need for financial planning in one place! Our Annual Limits reference sheet. Download the PDF
Early Retirement Considerations
If you’re approached with an early retirement package, carefully review it to ensure it is indeed a good offer. We explain what to look for in this week’s Financial Tip.
Case Study: Saving for Retirement Without an Employer-Sponsored Plan
Our experts explore saving for retirement when an employer-sponsored plan is not available.
Strategically Using Life Insurance as Part of Executive Compensation Plans
Executive bonus plans often employ life insurance, but policies have to be structured properly and managed prudently. We explain in this week’s Marietta Daily Journal. Read the Article
Traditional to Roth IRA Conversions: Should You? Did You? Wish You Hadn’t?
You can’t time the market, but you can time a Roth IRA conversion to save on the taxes due. We explain in this week’s Tax Tip.
What is Vesting?
You may not own all the assets in your 401(k) if you’re subject to vesting. Learn more about vesting in this week’s Financial Tip.
Prioritizing Retirement Savings as a Couple
Couples should make sure that their 401(k)s don’t overlap, creating a portfolio heavily weighted in one asset class. We explain in today’s Marietta Daily Journal. Read the Article