Our experts discuss whether an investor should make traditional or Roth 401(k) contributions.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how long your IRA can last with different beneficiaries. Read the Article
If withdrawals are not taken from an inherited IRA in a timely manner, the funds could be subject to a 50% penalty tax. We explain in today’s Marietta Daily Journal. Read the Article
You might make a lot of money, but the cost of living where you live affects how far your money goes. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explores accessing retirement funds through substantially equal periodic payments. Read the Article
Our experts discuss a method of accessing retirement funds before age 59 ½ that can help avoid incurring an early withdrawal penalty.