Relocating reshapes how your paperwork is read, honored, and acted on. A strong estate plan anchors your intent, yet the legal system that interprets it changes when Georgia becomes your new state of residence. An official move offers a natural point to update beneficiaries, decision-makers, and account titles so your paperwork matches the life you’re […]
Estate Planning Changes When You Move to Georgia Read More »
Choosing where to spend your next chapter isn’t just a financial decision; it’s a quality-of-life choice that shapes your routines, friendships, and sense of pace. Many people look toward the Southeast and wonder whether Augusta, Georgia fits the picture they have in mind. The answer depends on what you value most in daily living. Augusta
Is Augusta, Georgia A Good Place To Retire? What To Know Before Moving To Augusta Read More »
Retirement often brings big changes. If Georgia is where you plan to settle down, there’s more to consider than packing boxes and setting up a new address. Your financial life will also need plenty of attention. Relocating in retirement can open the door to new opportunities, but it also means adjusting your plans to fit
Stepping away from a business you’ve built isn’t a decision that comes easily. It carries weight, not just financially, but also personally. Your business may have been an integral part of your daily life for years, closely tied to your routines, relationships, and sense of purpose. Deciding whether to sell invites serious reflection, and the
When to Sell Your Business Read More »
Standard retirement savings vehicles often fall short of what’s possible or needed for S-Corporation owners with high and stable incomes. While 401(k)s and SEP IRAs serve many business owners well in the early stages, they eventually cap the amount that can be contributed each year. A more advanced strategy may be warranted for those looking
Understanding Cash Balance Plans For S-Corps Read More »
Deciding what happens to your 401(k) after you’re gone is more involved than many people realize. Unlike other assets that pass through a will, retirement plan assets are transferred based on the beneficiary designations on file with the plan administrator. That means thoughtful planning is required to ensure these funds go where you intend—and in
Can A Trust Be A Beneficiary Of A 401(K) Plan? Read More »
Building a strong financial future often involves choosing a retirement plan that adapts to varied goals. Although some people prefer uniform contributions, others favor something more flexible. Different timelines mean the pace of account growth can matter greatly. In that context, age-weighted profit-sharing plans stand out for acknowledging individual saving horizons, offering a customized strategy
Age-Weighted Profit-Sharing Plan: A 101 Guide Read More »
When it comes down to considering how to pass down wealth, it’s worthwhile to think about the potential impact of gift taxes on your long-term plans. Whether you’re making small, regular gifts or transferring large sums, a basic understanding of these potential tax obligations helps protect your financial future and that of your loved ones.
Georgia Gift Tax: What You Need To Know Read More »
Between the scenic coastlines, mild winters, and a welcoming culture, South Carolina has become a favorite among retirees seeking a laid-back lifestyle. Beyond its natural beauty, the lower living expenses add to the appeal, making this Southern spot stand out. As retirees explore destinations across the United States, many discover that the Palmetto State offers
South Carolina Taxes On Retirees Read More »
Although running a business in Georgia involves making decisions about various taxes, from standard filings to potential entity-level options, one approach you may consider is Georgia’s pass-through entity tax (PTET). Choosing this route can shift how certain owners fulfill their state tax obligations. This post illustrates how Georgia’s PTET works, who might benefit, and the
Georgia Pass-Through Entity Tax: What You Need To Know Read More »
10 Things to Consider When Planning to Transition into Retirement
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