As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you’re allowed a deduction for contributions you make to an employer-sponsored retirement plan. In return, however, you’re required to include certain employees in the plan, and to give a portion of the contributions you make to those participating…
The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. How will it affect you?
The “Money Talks” experts discuss what you should do if you’ve missed your required minimum distribution for 2019 and how the SECURE Act changes RMDs going forward.
Curious about this hot retirement trend? While it can lead to an early retirement, it does require careful planning, savvy saving and investing habits, and potentially big sacrifices.
If you are 70½ or older and must begin taking annual required minimum distributions, you can use a qualified charitable distribution (QCD) to donate from your IRA and get a tax break, whether you itemize or not.
In this episode of Planning Priorities, Associate Peter Lynch warns about the financial missteps of parenthood and how you can avoid them with a little planning. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this…
If you haven’t given your retirement plan a thorough review within the last 12 months, now may be a good time to do so.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why he gave a set of clients the advice to consider a cash-out refinance right before they retired.
In this week’s case study, our Experts discuss the desire to pay off one’s house, a common want among those about to retire. They take a look at the math and the psychology behind this “sleep better at night” scenario and then apply the Ten Year Rule to this common situation.
In a 2019 Gallup poll, 25% of Americans age 50 to 64, and 23% of those age 65 and older, said health care costs were their top financial concern. Should you consider an HSA?
