In October of 2022, Rocky Mengle of Kiplinger.com wrote an informative article for Kiplinger's Money Power with advice about how to demonstrate residency in a low-tax state.
Each of us will die. Even though we know this, most find that planning for death is not easy. Preparing for the inevitable, whether close at hand or in the indeterminate future, can help your family through the difficult process of death and its aftermath. Much has been…
Many workers aren’t ready to retire at the traditional retirement age of 65 and instead continue working into their 70s. While they can postpone retirement, they can’t entirely delay taking required minimum distributions (RMDs) from tax-deferred retirement accounts. If you’re working into your 70s, here’s what you need…
Whether you are a beginner or experienced investor, here at ATA Financial Group, we can provide you with insight and guidance based on an understanding of your unique situation. We offer a complimentary no-obligation financial review. In our meeting, we will go through 6 steps: Identify your goals and the level…