Holding Fixed Income in Your IRA, Rather than Your 401(k)
In this week’s Marietta Daily Journal, Bil Lako, CFP® explains why fixed income investments should be in your IRA—not your 401(k). Read the Article
Projecting a Happy Retirement
Scary Fact: 41% of households headed by someone aged 55 to 64 had no retirement savings. Learn the steps you should take now in this week’s Financial Tip.
An “Exception” to Using “Retirement” Money for Education
Our experts also delve into a case study about an investor who can take advantage of a Roth IRA conversion to diversify the tax status of his retirement assets, but it would mean saving less to his children’s 529 Plans. Managing Associate K.C. Smith, CFP® discusses the pros and cons behind using Roth IRA funds as a dual retirement/college savings.
Retiree Confidence on the Rise, EBRI Finds
In the last year, more workers said they’re “very confident” they will have a comfortable retirement. Learn more in this week’s Financial Tip.
Nearing Retirement? Time to Get Focused
If retirement is near, you may want to focus on your retirement budget, sources of income and paying down debt. Learn more in this week’s Financial Tip.
401(k) Plan Automatic Enrollment
Our experts discuss automatic enrollment in your employer’s 401(k) plan and why the default options may not be the best choice for your situation.
Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains mapping out your liquidity needs for retirement. Read the article.
New Rules Affect Retirement Savings Advice
DOL issues new rule for financial professionals if advice provided relates to retirement plans or IRAs. Read more in this week’s Financial Tip.
Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs
Test driving a retirement plan includes identifying the difference between your after-tax income and your desired after-tax spending for any given year.
Don’t Have a Retirement Plan? Maybe a SEP Is the Answer
Just finished your business’s books for 2015? You have up to the due date of your business tax return to establish a SEP. Learn more in this week’s Business Tip.