While not always a good idea, Bil Lako, CFP®, discusses taking a loan from your 401K in today’s Marietta Daily Journal. Read the Article
Our experts discuss a case study that demonstrates how a 401(k) loan may make sense to cover a unique short-term cash need.
Retiring early? We explain how planning ahead can help you avoid early withdrawal penalties in today’s Marietta Daily Journal. Read the Article
Our experts discuss a case study of a family looking to make the most out of their 529 Plan assets and the available tax breaks for higher education.