It’s summertime, which means we’re seeing “out of office” messages galore and an influx of requests from family and friends to “water the plants” or “feed the
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The 50/50 Minimum Strategy: Maintain 50% of your 401(k) and IRA money in Roth accounts Why pay taxes today when you can postpone them until years later? The
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As is customary with our family, we had a (mandatory) New Year’s Day dinner celebration. It’s a wonderful time when the six of us (are forced to) share
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The end of 2022 was wild! I watched my beloved Georgia Bulldogs squeak out a College Playoff semi-final win over Ohio State just as the clock struck midnight in
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By: ANTHONY MCCALLISTER, AIF®, J.D., Senior VP, Wealth Advisor We have held many 401(k) group meetings, one-on-one meetings, and phone calls with 401k
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The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax
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With inflation a top concern among Americans these days, you may be wondering how Social Security’s cost-of-living adjustment is calculated. With inflation
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Refunds to the highly compensated employees (HCE) in a qualified retirement plan can be frustrating to the participants and a challenge to the plan
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Worry is defined as a state of anxiety and uncertainty over actual or potential problems. That’s the noun form of the word. I’d like to focus on the verb form,…
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An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings
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How Much Do I Spend in Retirement? Does it Really Matter? What if I could budget without…budgeting? At CapSouth, it is our mission to help clients define and
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Working from home can certainly provide you with personal benefits, such as a flexible schedule and more family time. But increasing numbers of people are
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