Don't Overlook the Spousal IRA
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
Don’t Overlook the Spousal IRA
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
Converting Your After-Tax 401(k) Dollars to a Roth IRA
Want to take distributions from a 401(k) and convert only the after-tax dollars to a Roth? New rules allow you to do that. Learn more in this Financial Tip.
Save While You Can — Make a ’14 IRA Contribution
You still have time to make an IRA contribution for 2014. Bil Lako, CFP® tells you how in today’s Marietta Daily Journal. Read the Article
Protect Yourself against Identity Theft
Don’t leave yourself vulnerable to identity theft. There are steps you can take to protect yourself. Read all about it in this Financial Tip.
When to convert from traditional IRA to Roth
Is it better to convert your IRA to a Roth IRA? No surprise–it depends on several factors. Bil Lako, CFP® explains in today’s Marietta Daily Journal. Read the Article
Points to Consider If Your Retirement Goal Seems Out of Reach
As with many of life’s challenges, it may help to focus less on the big picture of retirement and more on the details. We explain in this week’s Financial Tip.
Higher Yields for Your Fixed-Income Portfolio
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses an option for those seeking higher yields on fixed investments. Read the Article
ABLE Accounts: A New Savings Tool for Individuals with Disabilities
ABLE accounts allow some individuals with disabilities to save while maintaining eligibility for public benefits. Learn more in this Financial Tip.
Age Not Only Asset Allocation Factor
There is no standard rule to asset allocation that is right for everyone. We explain in today’s Marietta Daily Journal. Read the Article