September 2019 Monthly Recap
Leverage Your 401 (k) to Build Roth Earnings By Anne Zavaglia Many investors are familiar with the “Backdoor Roth” IRA, which is an indirect way to contribute to a Roth when they are not eligible to contribute directly due to income limitations on Roth investors. Even in those circumstances, some investors can take a lesser-known …
Read moreAugust 2019 Monthly Recap
Protect Yourself from Fraud By Hayley Gillum Phone scams and cyber fraud are a serious threat in today’s world. It is important to us at Beacon Hil that we take the right steps to ensure the security of our client’s sensitive material. Read more! The Promise of Opportunity Zones Our own Clint Edgington, CFA …
Read moreOctober 2019 Monthly Recap
Mark for Bellefontaine School Board Mark is excited to announce that he is running for a position on the Bellefontaine City School Board! As a former city council member and a proud parent of four young chieftains, Mark is hopeful that his experience in public and private finance will help position the district for continued …
Read moreHow Much Will Health Care Cost?
Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline. These are the estimated savings required for an individual or couple who turned 65 in 2019 to have a 90% chance of meeting expenses for Medicare Part B health insurance, Part D prescription drug coverage, Medigap …
Read moreBalancing 401(k) and HSA Contributions
If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage of them. Determining how much to contribute to each type of plan will require some careful thought and strategic planning. Understand the tax benefits A traditional, non-Roth 401(k) allows you …
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