Planning Around Medicare ‘Surtax’
You cannot avoid taxes, but you can do your best to minimize their impact on your financial future. We explain in today’s Marietta Daily Journal.
The Economics of Borrowing from Your 401(k)
Before you raid your 401(k) balance for a loan, you should carefully consider the long-term opportunity cost. Learn more in this Financial Tip.
Speculating on the Future of the Federal Estate Tax
The “Money Talks” hosts highlight the many possible futures of the estate tax.
The Complex Medicare Tax
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the 3.8% Medicare Surtax with some examples. Read the Article
Reverse Mortgages: A Salvation For Seniors?
A reverse mortgage can help provide financial security for seniors, but it is not a solution for everyone. Learn more in this Financial Tip.
Should I Buy My “Dream Home” Today?
Bil Lako, CFP®, and Dr. Gene Henssler weigh in on whether you should take advantage of the low interest rates and home prices to buy a dream home for retirement today.
Increased MAGI Today May Equal Increased Medicare Premiums Tomorrow
Bil Lako, CFP® highlights how your modified adjusted gross income affects your Medicare Part B and prescription drug coverage premiums.
Increased MAGI in Present May Hurt in the Future
What you thought was smart tax planning today could require you to pay an increased Medicare premium in 2014. We explain in today’s Marietta Daily Journal.
Charitable Giving
Giving to charity this holiday season? Ensure your generosity goes far by checking out your charity first. We explain in this Marietta Daily Journal blog post.
Real Estate Investment Trusts (REITs)
If you are interested in the income of a real estate investment without becoming a landlord, you may consider a REIT. Learn more in this Financial Tip.