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Emerald Financial Advisors
614-389-7875
Welcome to Emerald Financial Advisors

7269 Sawmill Road Suite 100
Dublin, OH 43016

 

 

 

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    Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program? Test your
  • Tax Tips for the Self-Employed
    Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please, for example. However, it also comes with unique challenges,
  • Grandparents Can Help Bridge the College Cost Gap
    For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income, and a manageable amount of loans.
  • Can the IRS waive the 60-day IRA rollover deadline?
    If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don't get to the new IRA trustee in
  • What's the difference between a direct and indirect rollover?
    If you're eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by
    
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Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance services offered through Emerald Financial Advisors, LLC which is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.




This communication is strictly intended for individuals residing in the state(s) of AL, CA, CO, FL, GA, HI, IL, IN, IA, KY, MI, NJ, NY, NC, OH, PA, SC, TX and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


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