In the News: Retirement distributions: taking the tax sting out of RMDs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that delaying any retirement plan withdrawals until you absolutely must can create undesirable tax consequences.
In the News: Pieces of the college planning puzzle
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains its best to save early and often for your children’s education. He looks at some of the most popular ways to save.
In the News: All Your Eggs in One Basket: Concentrated Stock Positions
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights the problems investors have with a concentrated stock position and provides possible solutions to reduce the concentration.
In the News: Fixed-income: preserve principal not maximize returns
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that 9.1% inflation is not normal nor will it likely be like this long term, and it will ultimately benefit companies’ revenue streams. Therefore, stocks are one of the best hedges against inflation.
In the News: With high inflation and volatility, do annuities make sense?
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that while annuities are gaining traction as interest rates continue to rise, insurers do not have access to anything different than what is readily available in the market for all investors.
In the News: With many tax provisions sunsetting in 2022, planning still required
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains 2022’s major tax changes to the Child Tax Credit, 1099-ks from third-party settlement organizations, and many others you need to be aware of this year.
In the News: Mid-year: evaluate where you are, but don’t lose sight of the future
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how mid-year is a good time to evaluate where you are and look for moves that may make sense for your situation; however, keep the current market conditions in mind and don’t lose sight of your overarching plan.
In the News: The Future is Still Bright, Despite Volatility
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how creating a plan, following the Ten Year Rule, and then making only tactical allocation decisions throughout the years allows the investor to remove the emotion out of buy and sell decisions.
In the News: Inflation is your benchmark for growing and maintaining your wealth
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that fixed-income investments are designed to protect principal, and that equities, over the long term, should outpace inflation.
In the News: With Retirement Balances Down, a Roth Conversion May Make Sense
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that depressed account balances may provide an opportunity for investors to convert traditional retirement accounts to Roth IRAs.