
Courtland / Walker Financial Group
Get A Financial Plan That Fits.
Will Rogers once said, "Its not about how much money you make, it's about how much you don't lose..."
Courtland / Walker Financial Group
Get A Financial Plan That Fits.
Will Rogers once said, "Its not about how much money you make, it's about how much you don't lose..."
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
How much life insurance would you need to produce a sufficient income stream for your family?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.