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New Features Available in 2024 for 529’s and Roth IRA Rollovers
The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...
Andrew Young
Feb 26, 20242 min read
Roth Conversions and if they are a good option for you
As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...
Jake Buckwalter
Feb 15, 20243 min read
Artificial intelligence in Investing
Artificial Intelligence (AI) is a hot-button topic and has been for many years now. At the 2024 CES (Consumer Electronics Show) in Las...
Summit Puri
Feb 8, 20243 min read
Making Up for Lost Time – Funding an IRA for 2023
Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...
Nick Allen
Feb 8, 20243 min read
Investing Metrics: Key Metrics Continued
This week, we continue our journey of navigating financial metrics. Some believe there is a secret sauce to investing, or better yet,...
Summit Puri
Feb 1, 20244 min read
Rule 72(t): Withdraw early from your retirement account without a penalty
What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...
Clay Reynolds
Feb 1, 20243 min read
Investing Metrics, Key Risk Metrics
In this week’s edition of the Investment Corner, we explore a few key risk metrics. The correlation coefficient and performance formula...
Summit Puri
Jan 25, 20243 min read
How Can Faith Impact Your Finances?
Money and the Bible The Bible speaks about money in over 2,000 verses, which is more often than it speaks about faith and prayer. Is there wisdom found in ancient scriptures that can help you with your finances today? Not only do I believe this is a resounding “Yes!” but I believe that there are at least five life-changing wealth principles that can be found woven throughout the body of the Bible from cover to cover. In this article, I hope to introduce the first and possib
Whitaker Myers
Jan 25, 20246 min read
Asset Classes: Understanding your investments
Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...
Summit Puri
Jan 19, 20246 min read
Should I pay attention to the Capital Gains Tax, and how will it affect me?
Taxes can be a frustrating and challenging topic to keep straight. Knowing what taxes come into play in various situations, with such a...
Matthew Harris
Jan 19, 20246 min read
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