Posted on Monday, February 13, 2017 by Robert Coode
If you’re eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by instructing your employer to roll the distribution directly over to another employer plan or IRA.
Posted on Sunday, February 12, 2017 by Bob Coode, CSA
For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income and a manageable amount of loans. For some, the ace in the hole might be grandparents.
Posted on Tuesday, January 17, 2017 by Charris Nelson
It’s easy to confuse Medicare and Medicaid, particularly since they’re both government programs that pay for health care. But there are important differences between each program.
Posted on Monday, January 9, 2017 by Bob Coode, CSA
The terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment. It’s helpful to understand the opposing ideas, even if you want the best of both in your portfolio.
Posted on Monday, January 9, 2017 by Robert Coode
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. Here are a few of the key adjustments for 2017.
Posted on Tuesday, December 13, 2016 by Robert Coode
With so many charities to choose from, it’s more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and effective charitable donations.
Posted on Thursday, December 8, 2016 by Lou Trivisonno
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.
Posted on Wednesday, December 7, 2016 by Bob Coode, CSA
If you’re 50 or older, you could benefit by making catch-up contributions to tax-advantaged retirement accounts. You might be surprised by how much your nest egg could grow late in your working career.
Posted on Wednesday, December 7, 2016 by Deborah R. Marino
It is difficult enough to deal with the emotional loss of a loved one. But what if your deceased loved one’s financial documents – particularly their life insurance policy or policies – have been misplaced, or simply can’t be found?