Retirement Savings Tips: From Your 20s to Your 60s
September 1, 2018
Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to
Insights
Menu
There’s More to Retirement than Just Numbers
August 1, 2018
Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65
Top 5 Biases that Impact Investment Decisions
July 1, 2018
As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with
How the Right Advice Can Boost Financial Confidence
June 1, 2018
What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice.
4 Reasons Your Retirement Plan Might Fall Short
May 6, 2018
Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren,
Preparing Your Children for Adulthood through Financial Literacy
April 1, 2018
As a financial advisor, I learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. I also
Financial Longevity: Planning for a Longer Life
March 1, 2018
Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement
8 Key Life Events that Require Financial Guidance
February 1, 2018
Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here
4 Financial Resolutions to Kick-Off 2018
December 1, 2017
With New Year’s right around the corner, it’s the perfect time to make resolutions before the calendar flips to January 1st. The 7th Annual New
Charitable Giving Is an Investment in Yourself and Others
November 1, 2017
You may be bracing for that early December feeling — a crisp chill in the air, the jingling of bells, and a mailbox overfilled with
Disclosure:
- All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
- Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.
- Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59½, may be subject to an additional 10% IRS tax penalty. A Roth IRA offers tax free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal of earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59½ or due to death, disability, or a first time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes.
- Re-balancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.
Some of the content provided by Matt Logan Inc. is produced by Oechsli, a non-affiliate of Cetera Advisor Networks LLC.
Matthew Logan CFP®, AIF®
Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com
Online Privacy Policy | Important Disclosures | Business Continuity
Matthew Logan CFP®, AIF®
Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com
Online Privacy Policy | Important Disclosures | Business Continuity
Contact
- Fax: 336-540-8100
- 3824 North Elm Street Suite 101 Greensboro, NC 27455
- Series 7, Series 66, Series 24 Life and Health Insurance
