A common trend among investors is naming a trust as the beneficiary of their IRAs and then naming their non-spouse heir as beneficiary of the trust.
Before withdrawing from a retirement plan, carefully consider the resulting decrease in your retirement savings. Read on in this Tax Tip.
Military servicemembers have unique sources of income and savings options, making financial planning important. Learn more in this Financial Tip.
We always maintained that investors should stay invested and not make decisions based on fear of volatility.
Are you Retirement Planning? 56% of workers haven’t calculated how much money to save. Learn more in our infographic.
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the intricacies of estate planning if you have special-needs heirs. Read the Article
Almost as important as knowing how your portfolio performed is understanding why it performed as it did. We explain in this Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains using a trust as a beneficiary for your IRA. Read the Article
You have until Oct. 15, 2014, to undo your 2013 traditional IRA to Roth IRA conversion. Learn why you should consider it in this week’s Financial Tip.