Case Study: Saving Tax-Exempt Funds with Roth 401(k) Contributions
Our experts discuss whether an investor should make traditional or Roth 401(k) contributions.
It’s Time to Stretch—Not Your Muscles, but Your IRA
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how long your IRA can last with different beneficiaries. Read the Article
Six Potential 401(k) Rollover Pitfalls
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.
As a Non Spouse Beneficiary of an IRA, You have Several Options
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
Cost of Living: Where You Live Can Affect How Rich You Feel
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.
Case Study: Non-Spouse Inherited IRAs
Our experts discuss a case study involving a non-spouse inherited IRA and what the withdrawal options are for the beneficiary.
Accessing Retirement Funds Using Substantially Equal Periodic Payments
In today’s Marietta Daily Journal, Bil Lako, CFP®, explores accessing retirement funds through substantially equal periodic payments. Read the Article
What You Need to Know About Private Student Loans
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.
Case Study: Accessing Retirement Funds Using Substantially Equal Periodic Payments
Our experts discuss a method of accessing retirement funds before age 59 ½ that can help avoid incurring an early withdrawal penalty.
Making the Most of Pension Plan Benefits
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