Casey Smith

Withdrawing Money from an IRA

Question: I have a roll-over IRA which holds >$100K and would like to withdraw some of it to buy a new home. I am also collecting Soc. Sec. and wish to understand the possible tax consequences of such a withdrawal. Answer: Over the age of 59 1/2, withdrawals from IRAs are taxed at your standard income rate. If your only income is social security, your taxable rate could be low, as your SS is probably not taxed. If you have other sources of income then you […]
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Avoid Tax Settlement Scams

Tax relief companies use the radio, television and the internet to advertise help for taxpayers in distress. If you pay them an upfront fee, which can be thousands of dollars, these companies claim they can reduce or even eliminate your tax debts and stop back-tax collection by applying for legitimate IRS hardship programs. The truth is that most taxpayers don’t qualify for the programs these fraudsters hawk, their companies don’t settle the tax debt, and in many cases don’t even send the necessary paperwork to […]
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Wiser Wealth Management, Inc congratulates Dr. Brad Bushnell, MD on his appointment to the Berry College Board of Trustees.

Wiser® Wealth Management, Inc congratulates Dr. Brad Bushnell, MD on his appointment to the Berry College Board of Trustees. In celebration of Dr. Bushnell’s success, Wiser® Wealth Management, Inc is donating $1,000 to the Dr. Bushnell led, Berry College Billy Yeomans Land Management Scholarship Fund. We challenge friends of Berry and Berry Alumni to help us fully fund this scholarship. With 27,000 contiguous acres of woodlands, meadows, streams, and mountains, Berry College has earned national acclaim as one of the most beautiful college campuses in […]
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Teaching Your Kids About Money

Teaching your kids about money By Casey Smith, President, Wiser® Wealth Management My wife and I were standing at our back window one early morning looking at our grass that seemed to have grown overnight. As we were observing, my wife said, “is that Kate’s new doll in the yard? Look, there is Ethan’s baseball glove! They just don’t seem to take care of their stuff.” I said, “It’s like they don’t understand that we work hard to provide them these things!” This was our aha […]
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Cobb County Top 25 Small Business of the Year

Wiser® Wealth Management named 2015 Top 25 Small Business of the Year Atlanta-area firm recognized by the Cobb Chamber ATLANTA – April 16, 2015 —Wiser® Wealth Management, a Marietta, GA based wealth management firm has been named as one of the Cobb Chamber’s Top 25 Small Businesses of the Year. Each year, the Cobb Chamber celebrates the achievements of small businesses that contribute to the vitality of the community with the announcement of its top 25 small businesses. The list represents a diverse group of […]
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2014 – Why You Didn’t Have a Double Digit Gain

By Casey Smith- President, Wiser® Wealth Management As you review your annual statement for 2014, you may notice it was a great year for US stocks. The S&P 500 climbed 14%, the Dow was up 13.7%, but when you look at your overall return you see results equal to or lower than the  US market performance. Both results could lead to flawed thinking as it relates to diversification of your portfolio and long-term performance. Diversification has a cost and a benefit A well-diversified portfolio will […]
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Wiser Wealth Welcomes Peter Fullen, CPA to the firm

We are pleased to announce that Peter Fullen has joined Wiser Wealth Management. Peter will be managing the tax and bookkeeping side of Wiser Wealth. Peter has been working on the Marietta Square for over twelve years managing his own practice of 250+ clients. We are happy to have his expertise in the office.
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Wiser Wealth Management to Sponsor the LMK Foundation Casino Night – Press Release

FOR IMMEDIATE RELEASE Dayna Reed 678-787-1968 daynakierce@gmail.com   Wiser® Wealth Management to sponsor Laona M. Kitchen Foundation Casino Night Atlanta based wealth management firm supports local charity dedicated to Alzheimer’s care   ATLANTA – February 16, 2015 — Wiser® Wealth Management, a Marietta, GA based wealth management firm is giving back to charity by hosting the red carpet at the 2015 Laona M. Kitchen Foundation Casino Night fundraiser. The event will be held at The Marietta Country Club on Saturday, February 28, 2015 from 7 […]
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6th Annual ASA Pilot 401k Workshop

On February 7 and 11, the ASA MEC is hosting two investment and retirement-planning workshops in Atlanta at no cost to all ExpressJet CRJ pilots and flight attendants. The sessions, run by Wiser Wealth Management, a private firm owned by a former ExpressJet Captain, Casey Smith, will focus on meeting the attendees’ personal retirement objectives and building an investment portfolio. Wiser Wealth Management has been assisting the ASA MEC and providing this important service for six years. “Our commitment to our pilot group does not […]
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Why Dave Ramsey is Wrong

By Casey Smith President, Wiser® Wealth Management There is no denying that Dave Ramsey has done a commendable job of bringing back our grandparents’ financial values into popular culture. Many Americans have been poor stewards of their finances and have been saddled with avoidable debt. Ramsey’s advice has helped thousands get back on the right financial track. Even at my own company, Wiser® Wealth Management, we use the debt snowball of Financial Peace University to help right the finances of our pro-bono planning clients. Ramsey […]
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