Here, we break down the IRS pro-rata rule—a calculation that helps distinguish pre-tax and after-tax funds.
Don’t leave money on the table.
Learn why we use time-weighted return as a reporting metric and see how it gives you an accurate picture of portfolio changes over time.
Income earned by one spouse can be used to fund retirement accounts for both spouses.
59½? 70½ ? How does the IRS come up with these?
You may need to make quarterly tax payments on your capital gains.
What can be worse than expecting to finally get a Social Security raise, only to find out that your net check actually went down due to your income two years ago?
Learn whether you can use your IRA’s Required Minimum Distribution (RMD) to pay some or all of your quarterly tax estimates.
Does your employer-sponsored retirement plan offer brokerage services? If so, you may gain access to expanded investment choices, including a range of mutual funds.
There are a few tax strategies for retirees that could increase your refund or at least help to trim the tax you owe.
Did you know that a health savings account functions like an IRA at age 65? Mike Helveston shows you how it works on this edition of Project Wealth.
If you are an executive at a large company, you may receive stock in your company at some point as a form of compensation.
We all know that regularly maintained vehicles are more reliable, more durable, and have a higher resale value. What about your financial plan? Is a once a year check up on your investment…
An IRA can be a great way to save for retirement. When is it smart to roll over a 401(k) to an IRA? Get some tips on IRA’s on this edition of…
Save time, Save money, Save headaches!
Volatility often causes people to make decisions that may not be in their best interest.
Want to Retire Early? Consider the Benefits to Converting Your IRA Assets to a Roth IRA Before Drawing Social Security
Be aware of this window of opportunity and all the specifics.