It’s always a good idea to begin to prepare for your future. Gate City Advisors can help you begin to plan for your future with retirement plans. Our professionals will guide you through this perplexing process by providing a one-on-one consultation when you sign up for our corporate retirement plans or individualized ones. We’ll also come talk to your business when you decide on hiring Gate City Advisors for your 401(k)s. We set our company apart because we strive to not only sign you up for a retirement plan, but ensure you understand what you are signing up for. Whether you’re interested in retirement plans as a corporation or as an individual, Gate City Advisors will strive to make sure your future is bright.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Can you keep up with your children’s mobile slang?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
There are things about Social Security that might surprise you.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that vacation home, you invested the money?
Around the country, attitudes about retirement are shifting.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know these three personal finance sayings?