Category

Financial Planning

Roth IRA

Using a Roth IRA to Fund Educational Expenses

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I believe being a Financial Planner is the greatest occupation in the world (at least for me), and there are numerous reasons why I think that.  One of the reasons near the top of the list is the opportunity to develop creative solutions that truly improve our clients’ lives. One such opportunity recently presented itself to me when clients inquired…

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Toledo Business Journal article

Last Minute Financial Planning for 2014

By | Financial Planning, News and Events | No Comments

By Phillip E. Bollin, Certified Financial Planner™ 2014 is quickly drawing to an end, and before we know it the holiday season will be in high gear. Before you get caught up in all of the holiday celebrations and last minute shopping that goes along with the season, let us look at five steps you can take before the end…

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Deferred-Income Annuities Get Favorable Tax Treatment

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It wasn’t exactly Christmas in July, but investors got an early present from Uncle Sam in July when the Treasury Department and the IRS changed the tax treatment on deferred-income annuities.  The favorable tax treatment now allows taxpayers to exclude the value of deferred-income annuities, also known as longevity annuities, from retirement account balances used in determining required minimum distributions…

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Market Watch Wall Street Journal

4 basic retirement plans for entrepreneurs

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by Phillip Bollin, Certified Financial Planner TM While there are other options available, I generally recommend one of four retirement plan types to entrepreneurs. All four of these plans are well suited to the needs of solo entrepreneurs, and some of them offer the flexibility to serve a small-business owner who brings on employees. The four plan recommendations are Simple…

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