Relief for Certain RMDs from Inherited Retirement Accounts for 2024
The IRS has announced relief and guidance for certain RMDs from inherited retirement accounts for 2024.
The Road to Retirement: Pitfalls to Avoid on Your Financial Journey
Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss pitfalls many newly retired investors may encounter that could derail their retirement.
Social Security: When Should You Claim Retirement Benefits?
The age you decide to take Social Security benefits affects how much you’ll receive over time. However, that shouldn’t be the deciding factor for when to start benefits. In this episode of Planning Priorities, K.C. Smith, CFP®, CEPA, covers Henssler Financial’s strategy when it comes to incorporating Social Security benefits in your financial plan.
Hidden Heroes of Tax Season: How A Financial Adviser Can Help
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP®, to highlight some of the financial questions and moves investors often have after tax season.
From ‘I Do’ to ‘We Will’: How Marriage Impacts Your Finances
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch discuss strategies for a couple who want to make significant strides in saving for their future but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective.
Planning Your Retirement: Balancing Social Security and Investment Growth
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, to explain Henssler Financial’s unique strategy for deciding when to begin Social Security benefits. Deciding when to draw your Social Security benefits should not be made in the vacuum of which option provides the greater cumulative benefit.
Smart Estate Planning: Assets That Work Best for Your Heirs
Many of us have retirement or investment accounts, bank accounts, and insurance policies. These assets are highly desirable inheritances for your heirs because they are easy to value.
Navigating New Rules: Roth IRA Rollover Options for Unused 529 Plan Funds
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, take a deeper dive into the SECURE Act 2.0 provision allowing for Roth IRA rollovers from a 529 Plan.
Naming Your IRA Beneficiary – More Complicated Than You Might Expect
Planning your IRA beneficiary is crucial! Ensure your assets go where you intend them to. Periodically review your IRA beneficiaries to align with changing circumstances.
Rebalancing Your Employer-Sponsored Retirement Plan
Your retirement plan shouldn’t be set-and-forget. Learn the importance of rebalancing in your employer-sponsored retirement plans with Justin Wagner, Client Relationship Manager – Retirement Services, in this episode of Planning Priorities.