Month: February 2017

What Should I Do About My Pension?

If you are able to ask this question, consider yourself fortunate. Many, if not most retirees today do not have a company pension, and for them, the only guaranteed lifetime income stream they have is Social Security.

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Harrison Fant Receives Accredited Investment Fiduciary Designation

Harrison Fant is on a roll! Last month, he received his Certified Financial Planner® (CFP) designation and this month, he received his Accredited Investment Fiduciary® (AIF) designation. The AIF designation represents a thorough knowledge of and ability to apply the fiduciary practices. According to fi360, home of the AIF and AIFA® designations, AIF designees have a reputation in the financial services industry for their “ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.” Nice work, Harrison!

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Grandparents Can Help Bridge The College Cost Gap

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, whose added funds can help bridge the gap. If you’re a grandparent who would like to help fund your grandchild’s college education, here are some strategies.

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Can the IRS Waive the 60-Day IRA Rollover Deadline?

If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don’t get to the new IRA trustee in time, the tax impact can be significant. In general, the rollover is invalid, the distribution becomes a taxable event, and you’re treated as having made a regular, instead of a rollover, contribution to the new IRA. But all may not be lost.

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Hear How Atlanta Financial Makes Life’s Journey Richer

Atlanta Financial TV is home to a variety of videos that allow clients and associates to obtain knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth comprehensive wealth management.