Converting Retirement Savings to Retirement Income
There comes a time when you must transition from saving for retirement to spending in retirement. Learn the steps in this week’s Financial Tip.
The Importance of Possessing Tax-Diversified Assets for Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the benefit of having tax diversified retirement assets. Read the Article
Having Tax Diversified Assets for Retirement
Principals Jennifer Thomas, CFP®, and Bil Lako, CFP®, are joined by Director of Research Troy Harmon, CFA, CVA, to discuss a common problem of investors who save the majority of their retirement funds in tax deferred accounts: taxes. They look at how required minimum distributions can bump a taxpayer into a higher bracket and the importance of having tax-diversification in your portfolio.
401(k) Withdrawals: Beware the Penalty Tax
There are several ways you to take penalty-free withdrawals from your 401(k) before age 59½. We explain in this week’s Tax Tip.
Want to Make an IRA Contribution for Last Year? You Still Have Time
Still want to contribute to your IRA for 2016? You have until April 18, 2017 to do so. Read all about it in this week’s Financial Tip.
Integrating Employee and Retirement Benefits When You Marry
Your change in marital status can also alter the benefits you receive from your employer. We explain in this week’s Financial Tip.
Actively managed 401(k)s can help avoid skewed allocations
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how nothing should be considered a set-and-forget investment — especially a 401(k). Read the article.
Market Growth and Dividends Can Cause Skewed Allocations in a 401(k)
Principal Jennifer J. Thomas, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, lead a discussion on how 401(k) allocations can get “out of whack” even if you’ve been following your adviser’s recommendations.
Estimating Your Retirement Income Needs
Retirement planning is not an exact science. Your specific needs depend on your goals and many other factors. We explain in this week’s Financial Tip.
Should You Auto-Enroll Your Employees in Your 401(k) Plan?
Help your employees save for the future. Consider auto enrolling them in your 401(k) plan. We explain in this week’s Business Tip.