Naming a Trust as Your IRA Beneficiary
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains using a trust as a beneficiary for your IRA. Read the Article
Annuity May Offer Options for Investors
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the new tax benefit for qualified longevity annuity contracts held in an IRA. Read the Article
First Line of Defense is to Check Statements
When it comes to credit card fraud, your first line of defense is to check your statements. We explain in today’s Marietta Daily Journal. Read the Article
Know Options if You Own Variable Annuity
In today’s Marietta Daily Journal, explore your options if you have significant gains in your variable annuity. Read the article
Don’t Confuse a Product with a Plan
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how a financial product is not a financial plan. Read the article
Complete Financial Plan Defines Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “Can I retire?” and “When can I retire?” have two different answers. Read the Article
Strength and Health: Promising SERPs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how you should not mistake a promised retirement benefit for a guarantee. Read the Article
Why You Need an Investment Policy Statement
Do you have a clear strategy for the road ahead? Bil Lako, CFP®, explains how to develop an overarching direction in today’s Marietta Daily Journal. Read the Article
Only One Nontaxable 60-Day Rollover OK’d
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ changes to IRA Rollover Rules. Read the Article
Transactions Don’t Always Involve Money
If you trade your business services with another vendor for products, that barter is taxable income. We explain in today’s Marietta Daily Journal. Read the Article