Understanding the Impact of Coupon Rates and Yield to Maturity
The “Henssler Money Talks” hosts discuss bond interest rates, explaining the difference between coupon rate and yield to maturity. They also analyze how these two rates work with your bond holdings according to the Henssler Ten Year Rule.
Much Ado About RMDs
The SECURE 2.0 Act, included numerous provisions that affect required minimum distributions (RMDs), including when to begin RMDs.
Are You Prepared for the Tax Implications of Your Retirement Savings?
Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to advise investors on diversifying the tax status of their retirement funds. They look at a couple of investors who may have less than they think in their retirement accounts because they contain all pre-tax funds.
The Importance of Business Succession Planning
Every small- and mid-sized business owner should plan ahead so that the transfer of both the leadership and ownership of their businesses will be smooth, whether their exit is a sudden change or a planned departure occurs.
Why Did Retirement Confidence Falter in 2023?
The annual Retirement Confidence Survey found that workers’ confidence took a substantial hit: Just 20% of respondents felt very confident they will be able to afford a comfortable retirement.
Relief For Some 2023 IRA RMDs
Big news for individuals born in 1951! The IRS announced that traditional IRA owners who will attain age 72 in 2023 will have to take their first required minimum distribution (RMD) by April 1, 2025, rather than April 1, 2024.
The Overlooked Factor in Retirement Planning: Which Assets to Withdraw First
The “Henssler Money Talks” hosts help a couple of investors consider the most tax advantageous way to withdraw their retirement funds.
The Critical Consideration of Health Insurance for Non-Working Spouses in Retirement
Managing Associate D.J. Barker, CWS®, Associate Peter Lynch, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss Medicare coverage for a stay-at-home spouse who may not have enough work credits to qualify for premium-free Medicare Part A.
Social Security Offers Benefits from Birth Through Old Age
You may think of Social Security as just something for retired people. However, Social Security is with you throughout your entire life. We explain more!
Financial Moves to Minimize Taxes; You Need to Consider All Aspects
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss a couple looking to shift money around now to minimize the impact of required minimum distributions in the future. The experts discuss the many moving parts in their financial plan needing consideration before making any moves today.