Tax Tips for IRA Owners
There are both opportunities and pitfalls for IRA owners, and while you definitely don’t want to get caught up in a pitfall, you may want to take advantage of the opportunities. We explain in this week’s Tax Tip.
Determining Your Retirement Income Needs
In order to have sufficient income to last you for your entire retirement you first need to determine your retirement income needs. We explain in this week’s Financial Tip.
The Future of Social Security and Medicare: Here’s What Trustees Are Projecting
What does the future hold for Social Security and Medicare? In this week’s Financial Tip, we list highlights from the lengthy reports the Trustees of the Social Security and Medicare Trust Funds submit to Congress.
Planning Priorities: Contributing to a Traditional IRA or Roth IRA?
Henssler Associate Logan Daniel, CFP®, CRPC®, discusses choosing between a Traditional IRA and a Roth IRA for your retirement savings.
Closing a Retirement Income Gap
Getting close to retiring, but not sure your income will meet your needs? Read tips on how to close your income gap in this week’s Financial Tip.
Applying the Ten Year Rule to Your 401(k) Assets
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to apply the Henssler Ten Year Rule to your retirement assets if you have a majority or all of your money invested in your 401(k) plan.
Applying the Ten Year Rule to Your 401(k) Assets
The “Money Talks” experts delve into a situation common to many investors—having all their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten-Year Rule to their 401(k) assets when trying to plan for liquidity.
Living to 100 Means Adjusting Your Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses how some investors believe they’ll live well into their 100s. That longevity can fundamentally change your financial plan.
How Does Your Employer’s Retirement Plan Compare?
How does your plan compare to the most recent survey results from the Plan Sponsor Council of America? Find out in this week’s Financial Tip.
Living to 100 Means Adjusting Your Plan
This week on “Money Talks,” your hosts delve take a closer look at how an investor’s desire to be a centenarian affects their financial plan.