Should We Pay Off Our Mortgage Before Retirement?
Our experts focus on a case study of a couple considering paying off their mortgage before they retire.
Deciding When to take Social Security Benefits
In today’s Marietta Daily Journal, Bil Lako, CFP®, takes a look at deciding when seniors should begin taking Social Security benefits. Read the Article
Deciding When to Take Social Security Benefits
Our experts follow a case study of a couple deciding when to begin taking Social Security benefits.
Target Benefit Plan
A target benefit plan is a type of money purchase pension plan that generally benefits older participants. Learn more in this Business Tip.
Points to Consider If Your Retirement Goal Seems Out of Reach
As with many of life’s challenges, it may help to focus less on the big picture of retirement and more on the details. We explain in this week’s Financial Tip.
A Decrease in Income Creates an Opportunity for a Roth Conversion
Our experts focus on the decision of converting assets in an IRA to a Roth IRA for a couple in their 60s.
Managing Required Minimum Distributions and Taxes
Our experts discuss a case study of couple who are approaching their required minimum distributions.
New Rates Released for Veterans Pension
Qualifying wartime veterans and their families may be eligible for a tax-free, supplemental pension. Read all about it in this week’s Financial Tip.
Investing in Real Estate in Retirement
Our experts discuss a case study of a professional who is interested in investing in residential property as a business during retirement.
Net Unrealized Appreciation Tax Breaks on your Company Stock
Generally, you never want to take a cash distribution from your 401(k), unless you have highly appreciated company stock.