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Category Archives: Financial Tips

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Apr42016

Case Study: Saving Tax-Exempt Funds with Roth 401(k) Contributions

Case Study, Financial Tips, RadioBy Henssler FinancialApril 4, 2016

Our experts discuss whether an investor should make traditional or Roth 401(k) contributions.

Apr12016

It’s Time to Stretch—Not Your Muscles, but Your IRA

Blog, Financial Tips, In The NewsBy Henssler FinancialApril 1, 2016

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how long your IRA can last with different beneficiaries. Read the Article

Mar292016

Six Potential 401(k) Rollover Pitfalls

Blog, Financial TipsBy Henssler FinancialMarch 29, 2016

Planning to roll over your 401(k) to an IRA? We explain six potential pitfalls to watch out for in this week’s Financial Tip.

Mar252016

As a Non Spouse Beneficiary of an IRA, You have Several Options

Blog, Financial Tips, In The NewsBy Henssler FinancialMarch 25, 2016

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

Mar222016

Cost of Living: Where You Live Can Affect How Rich You Feel

Blog, Financial TipsBy Henssler FinancialMarch 22, 2016

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.

Mar212016

Case Study: Non-Spouse Inherited IRAs

Case Study, Financial Tips, RadioBy Henssler FinancialMarch 21, 2016

Our experts discuss a case study involving a non-spouse inherited IRA and what the withdrawal options are for the beneficiary.

Mar182016

Accessing Retirement Funds Using Substantially Equal Periodic Payments

Blog, Financial Tips, In The NewsBy Henssler FinancialMarch 18, 2016

In today’s Marietta Daily Journal, Bil Lako, CFP®, explores accessing retirement funds through substantially equal periodic payments. Read the Article

Mar152016

What You Need to Know About Private Student Loans

Blog, Financial TipsBy Henssler FinancialMarch 15, 2016

If federal loans don’t cover the cost of college, many borrowers look to private student loans. Read all about it in this week’s Financial Tip.

Mar142016

Case Study: Accessing Retirement Funds Using Substantially Equal Periodic Payments

Case Study, Financial Tips, RadioBy Henssler FinancialMarch 14, 2016

Our experts discuss a method of accessing retirement funds before age 59 ½ that can help avoid incurring an early withdrawal penalty.

Mar112016

Making the Most of Pension Plan Benefits

Blog, Financial Tips, In The NewsBy Henssler FinancialMarch 11, 2016

In today’s Marietta Daily Journal: How you take your pension benefit affects how much you’ll receive in the long term. Read the Article

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