ARGI Insights

Approaches to Business Valuation

March 11th, 2020

In the third quarter of 2019, more than 2,400 small businesses were sold. The median sale price was roughly $278,000, up 3.3% from 2018. As a business owner, ascertaining the value of your business is essential for a variety of reasons, including business succession, estate tax estimates, or qualifying for a loan. There are several Read more

A Roth IRA’s Many Benefits

March 9th, 2020

The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies because it offers savers so many potential advantages. The key argument for going Roth can be summed up in a sentence: Paying taxes on Read more

taxes

Tax Considerations for Retirees

March 6th, 2020

The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.         At age 65, the Internal Revenue Service gives you a larger standard deduction. For 2020, standard deductions look like this for taxpayers 65 and older: single filer or married filing separately, $14,050; Read more

When a Windfall Comes Your Way

March 4th, 2020

Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention, and maybe even contend with jealousy or Read more

Coronavirus and the Markets – Looking Ahead

March 2nd, 2020

Last week was a challenging week for equity investors. Global markets have experienced several days of sharp selloffs over the spread of the coronavirus. Anxieties over individual health and the impact on global economies has sent investors out of stocks and into safe haven assets such as government bonds. We continue to monitor the situation Read more

thinking man

Lesser Known Provisions of the SECURE Act

February 25th, 2020

The SECURE Act passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to 72-years-old. While those provisions grabbed the headlines, several other smaller parts of Read more

African American couple holding tablet

That First Distribution from Your IRA

February 21st, 2020

When you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s). In I.R.S. terminology, these withdrawals are called Required Minimum Distributions (RMDs). Generally, these distributions from traditional IRAs must begin once you reach age 72. The money distributed to you is taxed as ordinary income. Read more

African American couple with advisor

Retirement Is a Beginning

February 14th, 2020

How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful? If it is emotionally and psychologically fulfilling, if it gives you a strong sense of purpose and identity, there may be a voice inside your head telling you not to retire yet. You Read more

ABLE Accounts for Loved Ones with Disabilities

February 11th, 2020

Families with special needs children have a new tax-deferred savings option. The ABLE account, also called a 529A savings account, is patterned after the popular 529 savings plan, created to help parents save for a child’s higher education. Like 529 plans, ABLE accounts are run by states rather than the federal government. These plans emerged Read more

to-do list

Annual Financial To-Do List

February 7th, 2020

What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. You have plenty of choices. Here are a few ideas to Read more

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Bowling Green, KY 42103
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Suite 170
Indianapolis, IN 46250
877.634.9757

Grand Rapids

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Grand Rapids, MI 49546
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Elizabethtown

2901 Ring Rd

Elizabethtown, KY 42701
SCA 270.769.6371

270.990.9000

Paducah

4730 Village Square Drive
Suite 100
Paducah, KY 42001
270.443.8711

Bardstown

713 McDowell Blvd
Bardstown, KY 40004
502.348.1433

Atlanta

3625 Cumberland Blvd., Suite 1485
Atlanta, GA 30339
678.681.9518

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Portions of the content on this website were prepared by Marketing Library Inc.

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