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Asset Planning Corporation – Knoxville, TN
Financial planning and investment strategy
Asset Planning Corporation - Knoxville, TN
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    • JOE OTTAVIANO, CFP®, CKA®
    • PAUL K. FAIN, III, CFP®
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  • Home
  • ABOUT
  • SERVICES
  • MEET YOUR TEAM
    • JOE OTTAVIANO, CFP®, CKA®
    • PAUL K. FAIN, III, CFP®
    • SUZANNE HORNICK, CFP®
    • KATHY PATTY, FPQP™
    • ADAM KORNEGAY
    • STEVE CARLSON
    • JAMES MORTON
    • RANDEE SCHOENIKE
  • FREE RESOURCES
  • CONTACT
  • BLOG
  • Astute Subscriber

Tag Archives: roth IRA

There’s Still Time to Contribute to an IRA for 2016

Blog, Current Events, General Planning, Retirement PlanningBy Paul Fain, CFP®March 16, 2017

There’s still time to make a regular IRA contribution for 2016! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2016 ($6,500 if you were age 50 by December 31, 2016). For most taxpayers, the contribution deadline for 2016 is April 18, 2017. You can contribute to

The When, Where, & How of Required Minimum Distributions (RMDs)

Blog, Retirement PlanningBy Suzanne Hornick, CFP®March 8, 2017

Almost every single client we meet with over the age of 65 asks “what about the required minimum distributions from my IRA?” and with good reason! Even if the specifics are not understood, what most do know is that this is very important to get right. The first element to understand is when a distribution

WBIR: Saving for Retirement

Blog, Retirement PlanningBy Paul Fain, CFP®February 5, 2017

If you are thinking about saving for retirement, you probably know that an Individual Retirement Account (IRA) is one of your options. But what exactly is an IRA, and is it right for you? Certified Financial Planner Paul Fain recently answered retirement account questions on WBIR’s Sunday Money.   PAUL, LET’S REVIEW – WHAT ARE

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