(704) 236-6615 scott@southernwa.com

Choosing IRA Beneficiaries

Money in an IRA usually passes outside of the owner’s will and is distributed according to beneficiary-designation forms filled out when people open the accounts. (The beneficiaries can be amended at a later time.) Who you name as beneficiary determines who gets the...

Handling an Inherited IRA

Many people will inherit an IRA from a parent or spouse. The strategies that surround these IRAs involve extending the period over which inheritors must take distributions. With a longer payout period, inheritors can reduce the amount of required minimum distributions...

Managing your own IRA

How much to withdraw—and when You’re not required to withdraw money from a Traditional IRA until you reach age 701/2, and if you do it before you turn 591/2, there’s generally a 10% penalty tax on top of any income tax on the funds you take out. There are exceptions...

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One-Page Financial Plan

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisors Alliance, a registered investment advisor. Southern Wealth Advisors and Independent Advisors Alliance are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: North Carolina, South Carolina, Florida, Michigan, California, Arizona, and Virginia.

Southern Wealth Advisors
18716 W Catawba Ave
Cornelius, NC 28031