Education

TRS of Georgia and Social Security: The Good, the Bad, and the Ugly

As a former teacher, I’m honored to have the opportunity to serve many teachers as clients. From public school teachers, to private school teachers, and retired teachers of all kinds, serving those who serve our children is quite fulfilling. Specifically, for those who serve in the Georgia public school system, there is a fantastic retirement…

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IRS Form 1099 Timing

If you are reading this article, congratulations! When it comes to filing tax returns, your mantra is: “Git-R-Done,” as Larry the Cable Guy likes to say. But, as you seek to finish up your tax return, you might find a fly in your soup. And that fly is known as Form 1099 – which you…

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The SECURE Act

The purpose of this letter is to address the SECURE Act, which was just passed and signed into law by President Trump on December 20, 2019. The combination of impeachment proceedings and the Christmas holidays kept this out of the limelight of the press. But it passed alongside the spending bill. For your reading pleasure,…

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What is an Inherited IRA?

Through this fun, animated video, you will learn how about options regarding an IRA that you inherit from someone like a parent or other non-spouse

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Tax Cut and Jobs Act

Watch this video for a fun, yet informative look at the recent Tax Cut and Jobs Act law

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What is a Fixed Annuity?

What is a Fixed Annuity? A fixed annuity is an insurance product designed to provide investors with principal protection, a fixed rate of interest, and tax-deferred growth. It is most appropriate for investors aged 59 ½ or more, due to the fact that a 10% IRS penalty may apply to growth that is “cashed out”…

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What’s the Difference Between a Roth IRA and a Traditional IRA?

An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at work, you might also consider investing in an IRA. What types of IRAs are available? The…

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What is a 401(k)?

A 401(k) plan is a retirement savings plan that is sponsored by an employer. It has grown quite popular in the United States, with over 100 million participants (Source: U.S. Department of Labor). A 401(k) plan offers significant tax benefits while helping you plan for the future. You contribute to the plan via payroll deduction,…

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What’s the Difference Between Term Insurance and Whole Life Insurance?

Life insurance is an agreement between you (the policy owner) and an insurer. Under the terms of a life insurance policy, the insurer promises to pay a certain sum to a person you choose (your beneficiary) upon your death, in exchange for your premium payments. Proper life insurance coverage should provide you with peace of…

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Government Shutdown Perspectives

The media makes a lot out of government shut downs. In this video, we look at past government shutdowns to better understand potential market implications.

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