Career Change
It’s never too late to change your career path. If you’re just starting out in a new industry, we are excited for you. Learn more about your options for rolling over an old plan, plus salary and contribution limits, etc.
Catch-up Contributions
For investors age 50+ only: Perhaps you are reviewing your investment portfolio and feeling as if you should be moving more money into your 401(k) or IRA accounts.
Are you currently maximizing the option to utilize a catch-up contribution? Starting at age 50, you can contribute up to an additional $1000 in your retirement account.
Tax Strategies
Have you ever wondered what asset movement decisions may trigger a taxable event or how to move money from between retirement and non-retirement accounts?
Quick recap of pre-tax vs. after-tax, capital gains/losses, potential implications of moving assets in a way that triggers a tax event.
Insurance and LTC Options
Georgia Benefits, Inc. specializes in individual, family, and small business insurance plan comparisons and purchases for:
- Long-term care
- Disability
- Life insurance
- Medicare
What-If Scenarios
Work with one of our wealth managers to run an analysis on your current investment portfolio, with a retirement success probability rating, side-by-side retirement or life event scenarios, and tailored portfolio allocation recommendations.
Deep-dive analysis of the portfolio, projected retirement age/date, retirement goals/needs, future expenses, etc.
The Average American Budget
A Taxing Story: Capital Gains and Losses
