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.
There's Still Time to Contribute to an IRA for 2015
It’s not too late to make an IRA contribution for 2015. Better still, it may be tax deductible! Learn more in this week’s Financial Tip.
Saving for Retirement without an Employer-Sponsored Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to save for retirement if an employer plan is not available. Read the Article
Early Retirement Considerations
If you’re approached with an early retirement package, carefully review it to ensure it is indeed a good offer. We explain what to look for in this week’s Financial Tip.
Saving for Retirement Without an Employer-Sponsored Plan
Our experts explore saving for retirement when an employer-sponsored plan is not available.
What is Vesting?
You may not own all the assets in your 401(k) if you’re subject to vesting. Learn more about vesting in this week’s Financial Tip.
In the News: Prioritizing Retirement Savings as a Couple
Couples should make sure that their 401(k)s don’t overlap, creating a portfolio heavily weighted in one asset class. We explain in today’s Marietta Daily Journal.