Deadline Approaching for Undoing a 2014 Roth IRA Conversion
If you converted an IRA to a Roth in 2014 and you’ve sustained a loss, all is not lost. But you only have until October 15th. Learn more in this week’s Financial Tip.
Using a Rollover as a Business Start-up to Fund Your Entrepreneurial Dreams
Our experts discuss using a retirement plan rollover as a funding for a business start-up.
Short-Term Cash? Don’t Dismiss Your 401(k)
While not always a good idea, Bil Lako, CFP®, discusses taking a loan from your 401K in today’s Marietta Daily Journal. Read the Article
Receiving Social Security Can be Taxing
Are your Social Security benefits taxable? It all depends on your modified adjusted gross income. Learn more in this week’s Tax Tip.
Short-Term Cash Need? Don’t Dismiss Your 401(k)
Our experts discuss a case study that demonstrates how a 401(k) loan may make sense to cover a unique short-term cash need.
Retiring Early? Plan Ahead to Avoid Early Withdrawal Penalties
Retiring early? We explain how planning ahead can help you avoid early withdrawal penalties in today’s Marietta Daily Journal. Read the Article
Accessing Retirement Money Early
Our experts discuss a case study on how investors can take advantage of the five-year rule on Roth conversions to access retirement funds before age 59 ½ and avoid an early withdrawal penalty.
Taxes, Retirement and Timing Social Security
Sometimes it makes sense to take taxable distributions from retirement plans while deferring Social Security benefits. We explain in this week’s Financial Tip.
Five Ways to Manage Risk in Your Retirement Savings Plan
Deciding to participate in your 401(k) is easy, but you still have to make it work for you. Start by managing risk. Learn all about it in this week’s Financial Tip.
Non-Cash Compensation Plans
Our experts discuss the options a small, family-owned business has when offering stock options as an incentive to employees.