ARGI Insights

“Backdoor” Roth IRAs

June 25th, 2020

You can sum up the appeal of a Roth IRA in three words: federal tax benefit. Potential earnings in a Roth IRA grow tax free as long as the owner abides by the Internal Revenue Service (I.R.S.) rules, and withdrawals are federally tax free once you reach age 59½ and have held the Roth IRA Read more

The Pros and Cons of Early Retirement Plan Rollovers

June 23rd, 2020

Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that you could do this while you are still working for your current employer – without any withholding or early Read more

Making a Charitable Contribution

June 16th, 2020

Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.   Why, exactly? Donating appreciated securities to a tax-exempt charity may allow you to manage your taxes and benefit the charity. If you have held Read more

COVID-19 & Personal Financial Planning

June 11th, 2020

COVID-19 has altered virtually every aspect of our lives. From how we interact, to the way we work, we’ve had to adapt to this new way of life – including how we plan for the future. Join members of ARGI’s personal planning team as they discuss how they think the pandemic will impact the future Read more

Eldercare Choices in the COVID-19 Era

June 9th, 2020

Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.   In addition to health factors, the cost can be an issue. According to Genworth’s 2020 Cost of Care Survey, the median annual cost of a semi-private room in a nursing home is now $90,000. A single-occupancy room Read more

Tax-Loss Harvesting

May 26th, 2020

Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them? You can do what some investors do – you could recognize investments with a loss and practice “tax-loss harvesting.”   Keep in mind this article is for Read more

Federal Student Loan Relief

May 21st, 2020

Are you or someone you know currently making federal student loan payments? In light of the COVID-19 pandemic, some welcome relief may be on the way.   Thanks to the recent passage of the CARES Act, the U.S. Department of Education will allow you to temporarily halt your federal student loan payments from March 13, Read more

May is Disability Insurance Awareness Month

May 19th, 2020

Did you know that May is Disability Insurance Awareness Month? First started in 2007, the month of May was the first time that information about disability insurance became more easily accessible to millions of Americans. Recently, Disability Insurance Awareness Month has become a time in which many insurance professionals come together in order to help Read more

IRS label on file cabinet

Details on the Tax Deadline Extension

May 7th, 2020

The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes owed for 2019.   Beyond these important details, there are others to Read more

A Stock Market Lesson to Remember

May 5th, 2020

Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad stock market, settled at 2,237.40 on March 23, down 33.9% from a record close on February 19. Read more

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Bowling Green, KY 42103
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Grand Rapids, MI 49546
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Elizabethtown, KY 42701
SCA 270.769.6371

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Suite 100
Paducah, KY 42001
270.443.8711

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Bardstown, KY 40004
502.348.1433

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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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