Our President in the Press
Our President & CEO in the Press
The Wide Angle of Retirement
Every day, updated reports outline statistics on the changing face of retirement for the current generation. Countless commercials address new issues arising for a growing population of senior citizens. The typical concepts of “advanced age” and “elderly” continually evolve far beyond the standards previously measured as people thrive well into their 80s and 90s
Best End-of-Year Tax Tips for Physicians
When the last few months of the year get hectic with holiday festivities, your taxes might be the last thing on your mind. But thinking about your taxes — and possibly making some money-related changes — before the new year can make a big difference when it comes to how much you owe to (or get back from) Uncle Sam come April.
What is a Roth IRA? For those who qualify, it’s a ticket to tax-free retirement income
If you’re ready to save for retirement but don’t know how to start, a Roth IRA should be your first stop. It’s one of the only accounts that can give you a tax-free income stream during retirement. On top of that, it offers a level of flexible access to your savings that other retirement accounts can’t touch.
How to roll over a 529 plan to a Roth IRA
The 529 education savings plan is getting a lot more interesting in 2024. At that point unused money in a 529 plan can start to be converted into a Roth IRA, eliminating one of the major defects in the education savings plan: the possibility of money being stranded there.
How much is my EE bond worth? Calculating the value of your savings bond
When cashing in a savings bond, Nic Yeomans, president of Yeomans Consulting Group, explains how evaluating your financial needs and the rate of the bond will help you make the best decision on how to reinvest your money in this @USA TODAY article: How much is my EE bond worth? Calculating the value of your savings bond
When do Series EE bonds mature?
While Series EE bonds are not taxed within your state or locally, they are subject to federal income tax on the interest. Nic Yeomans, president of Yeomans Consulting Group, explains how some people may receive a “big surprise” if they hold onto a bond for a long time and haven’t been paying taxes along the way. You can read more of Yeomans insight in this article by @USA TODAY: When do Series EE bonds mature? (usatoday.com)