Marietta Wealth

Receiving an IRA as part of a loved one’s estate can be both a blessing and a challenge. Did you know the rules differ depending on your relationship with the original account holder? Whether you’re a spouse, family member, or non-individual beneficiary, each option has its own complexities. Our advisors at Marietta Wealth are here to help you: ➡️ Understand the tax implications. ➡️ Choose between lump-sum distributions or inherited IRA transfers. ➡️ Create a plan that fits your financial future. You don’t have to figure it out alone. Let’s work together to make the most of your inheritance while honoring your loved one’s legacy. https://bit.ly/483csFq

Wishing you a #MerryChristmas and a prosperous New Year from all of us at Marietta Wealth!

Building wealth takes time, strategy, and the right approach. Managing your assets effectively can help you stay on track for long-term success. Whether it’s understanding the balance between assets and liabilities, or finding the right financial professional, every step matters. 🔍💼 At Marietta Wealth, we’re here to help guide you through the process with tailored asset management strategies. Reach out to learn more about how we can help you reach your financial goals! 📊 https://bit.ly/483csFq #MariettaWealth #MariettaFinances #FinancialWellness #FinancialPlanning #WealthManagement #WealthAdvisor #BuildWealth #SavingMoney #FinancialAdvice #MoneyHelp

Inheriting an IRA can feel overwhelming, but you don’t have to navigate it alone. From understanding the 10-year rule to deciding on distributions, making informed decisions is essential to avoiding costly mistakes. At Marietta Wealth, we specialize in creating tailored plans that align with your unique financial goals and circumstances. Whether you’re inheriting a traditional or Roth IRA, we’re here to guide you every step of the way. Read the full article here: https://bit.ly/4fJ0NQr

Is paying off your mortgage early the right move for you? 🏡✨ While it can provide peace of mind and eliminate debt, it's essential to weigh the pros and cons. Consider your financial goals, cash flow, and investment opportunities before making this significant decision. What are your thoughts on paying off a mortgage early? Comment below! #MariettaWealth #MariettaFinances #FinancialWellness #FinancialPlanning #WealthManagement #WealthAdvisor #BuildWealth #SavingMoney #FinancialAdvice #MoneyHelp

Should your organization have a retirement plan committee? While not required under ERISA, many organizations set up retirement plan committees to improve plan oversight and governance. A well-structured committee can help delegate responsibilities, ensure compliance, and provide clarity on fiduciary roles. However, more doesn’t always mean better. For most organizations, a single committee with the right members and support from advisors is often enough to keep things running smoothly. Too many committees could complicate decision-making and hinder efficiency. 🤔Curious if a retirement plan committee is right for you? Reach out an advisor for guidance! https://bit.ly/483csFq #MariettaWealth #MariettaFinances #FinancialWellness #FinancialPlanning #WealthManagement #WealthAdvisor #BuildWealth #SavingMoney #FinancialAdvice #MoneyHelp

Subscribe to the Marietta Wealth newsletter for updates on market trends, tips, and expert perspectives—right in your inbox. It’s a simple way to stay informed. ✉️ https://bit.ly/42ix234 #MariettaWealth #MariettaFinances #FinancialWellness #FinancialPlanning #WealthManagement #WealthAdvisor #BuildWealth #SavingMoney #FinancialAdvice #MoneyHelp

In the third quarter this year, 10-year Treasury Note yield fell from 4.4% to 3.8%, signaling a strong rally. The Federal Reserve has kicked off its monetary policy easing campaign with its first interest rate cut in four years, bringing the Fed Funds rate to 4.75%-5%. But what does this mean for the economy? With forecasts for more cuts ahead, we may see rates drop to 3.5% by 2025. As Milton Friedman wisely noted, the effects of monetary changes take time. Let’s stay informed and watch how these adjustments impact our financial landscape! 💼💡 Read more on our Q3 Review and Outlook: https://bit.ly/4f2ubB1 #MariettaWealth #MariettaFinances #FinancialWellness #FinancialPlanning #WealthManagement #WealthAdvisor #BuildWealth #SavingMoney #FinancialAdvice #MoneyHelp

🕒 It's time for your Required Minimum Distributions (RMDs)! Here's how to prep before year-end: 1️⃣ Review Accounts 2️⃣ Calculate Your RMD 3️⃣ Act by Dec 31. Stay ahead with a quick review to keep your retirement plan on track! 💼 #MariettaWealth #MariettaFinances #FinancialWellness #FinancialPlanning #WealthManagement #WealthAdvisor #BuildWealth #SavingMoney #FinancialAdvice #MoneyHelp

As we approach the end of the year, it's crucial to develop a robust plan for your financial and tax strategies. 📊 Taking the time to assess your financial goals and current circumstances will empower you to make informed decisions. 💡 Don't tackle these complexities by yourself—connect with an advisor today to optimize your year-end financial opportunities. 🤝 https://bit.ly/3zQBKuL #MariettaWealth #MariettaFinances #FinancialWellness #FinancialPlanning #WealthManagement #WealthAdvisor #BuildWealth #SavingMoney #FinancialAdvice #MoneyHelp