Tennessee Valley Investment Advisors

08/09/2024

Such an important message about fraud. Please watch.

03/07/2024

Way to go, Jessica!

02/07/2024

Inheriting an IRA can be tricky. We bring some clarity in our latest blog post.

Many aspects of inheritance are misunderstood. Pair that misunderstanding with IRS policy changes over the past few years and you have a fairly confusing landscape to navigate when planning to pass on or inherit a retirement account. In hopes of clarifying some of this, we offer you some basics when...

01/10/2024

Make a fresh start for the new year by managing these financial housekeeping tasks.

January is a good time to take things off of the back-burner and ensure that you are managing your financial tasks properly.

01/04/2024

New IRS changes for 2024. Details in the blog about your retirement contributions, Social Security and more...

The IRS rolled out a number of changes for 2024 that may impact your retirement savings, Social Security benefits and more.

12/11/2023

Solid gains for both stocks and bonds gave investors a November to remember. LPL’s Chief Equity Strategist reflects on the month.

LPL Research discusses a memorable November for the markets and what may be in store for December.

11/27/2023

We can always count on LPL Financial to put in an exciting conference with need-to-know information about the economy, personal finance and fraud prevention. Read more about our experience in our blog post.

LPL recently hosted their annual FOCUS conference. Along with 8,000 financial advisors, I traveled to San Diego for a weekend of education on a wide range of investment and service topics related to your experience with LPL Financial. Here are some highlights.

11/15/2022

We are excited to share that our team is growing!

We are excited to announce that our team is growing! Ryan Hamrick has joined Tennessee Valley Investment Advisors as an LPL financial advisor serving TVFCU members throughout North Georgia.

01/30/2022

Automatic investing is one of the most reliable ways to build wealth & a Roth IRA is an excellent vehicle to use. Read up on how to get started on our blog.

Three decisions you'll need to make before you fund a Roth IRA and how to begin.

01/29/2022

Tip: If you got a letter from the IRS recently with the amount you received for Child Income Tax Credit payments, keep it handy. You'll need when filing your taxes.

03/18/2021

The IRS has extended the April 15 due date to May 17, but only for individual filers.

Surprise: it's not yet clear what the deadline for 2020 IRA, Roth IRA and HSA payments will be. It may still be April 15.

IR-2021-59, March 17, 2021 — The Treasury Department and Internal Revenue Service announced today that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021.

02/18/2021

If you are going to be withdrawing from a 529 College Savings Plan anytime soon, you’ll want to save this newsletter. Lots of good information here. https://us16.campaign-archive.com/?u=0a20469f2040c0b79be9ec2a8&id=f06ca91f62&e=573ef6c7c5