Saving Tax-Exempt Retirement Funds with Roth 401(k) Contributions
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights the benefits of Roth 401(k) contributions. Read the Article
Saving Tax-Exempt Funds with Roth 401(k) Contributions
Our experts discuss whether an investor should make traditional or Roth 401(k) contributions.
It’s Time to Stretch—Not Your Muscles, but Your IRA
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how long your IRA can last with different beneficiaries. Read the Article
Six Potential 401(k) Rollover Pitfalls
Planning to roll over your 401(k) to an IRA? We explain six potential pitfalls to watch out for in this week’s Financial Tip.
Non-Spouse Inherited IRAs
Our experts discuss a case study involving a non-spouse inherited IRA and what the withdrawal options are for the beneficiary.
Accessing Retirement Funds Using Substantially Equal Periodic Payments
In today’s Marietta Daily Journal, Bil Lako, CFP®, explores accessing retirement funds through substantially equal periodic payments. Read the Article
Accessing Retirement Funds Using Substantially Equal Periodic Payments
Our experts discuss a method of accessing retirement funds before age 59 ½ that can help avoid incurring an early withdrawal penalty.
Making the Most of Pension Plan Benefits
In today’s Marietta Daily Journal: How you take your pension benefit affects how much you’ll receive in the long term. Read the Article
Making the Most of a Pension Benefit
Our experts discuss the options involved when taking pension benefits, including taking a lump sum.
Five Questions and Answers about New Social Security Claiming Rules
Congress closed some unintended loopholes regarding claiming Social Security benefits. Read all about it in this week’s Financial Tip.