For many, retirement is the result of a lifetime of work and years of saving and planning. It is a time where you can start doing all those things on your “Bucket List,” and may include things like travel; spending more time on activities like golf, tennis, or fishing; volunteering; pursuing those interests that you never had time for while you were working; and spending more time with family.
Category: News 2017
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!
Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program? Test your knowledge, and learn more about your retirement benefits, by answering the following questions.
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.
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.
We are pleased to announce the addition of our new blog to the Atlanta Financial website. We welcome you to visit regularly for posts about retirement, financial and tax planning, as well as our thoughts and opinions on current events that may impact financial strategies.
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