Mark Lamprecht, Financial Advisor

Mark Lamprecht, Financial Advisor I help people plan, save, and invest for
retirement and life's transitions. Have you ever wondered:
- "Do I have enough to retire? Do you have these concerns?

How much do I need?"
- "Am I properly invested for my situation?"
- "What are my retirement withdrawal options?"
- "Can I retire comfortably? How?"

When you retire, all of your financial planning boils down to one basic question: Will your money last longer than you, or will you live longer than your money? Visit the following link to get an idea whether you're on track to meet your financial goals. https://connect.emaplan.com/66s

09/01/2026

If you meet certain conditions, you can set up and contribute to an IRA (traditional or Roth) for your spouse, even if he or she receives little or no taxable compensation for the year of the contribution. Such an IRA is commonly referred to as a spousal IRA. A spousal IRA is not, however, a special...

08/31/2026

Naming a beneficiary for your traditional IRA or employer-sponsored retirement plan may be one of the most important financial decisions you ever make. The beneficiary (or beneficiaries) you name will receive the funds remaining in your IRA or plan after you die, so you should certainly consider you...

08/30/2026

A charitable gift is a contribution of cash or property to, or for the use of, a qualified charity. A gift is "for the use of" an organization when it's held in a legally enforceable trust for the qualified organization or in a similar legal arrangement. Americans give billions of dollars to chariti...

08/29/2026

Women may have unique estate planning concerns.

08/28/2026

Your employer-sponsored retirement savings plan may offer a variety of tax benefits.

08/27/2026

Do you know whether you are an investor or a speculator?

08/26/2026

A top-hat plan is a type of nonqualified deferredcompensation (NQDC) plan that is established to provide unfunded deferred compensation benefits only to a select group ofmanagement or highly compensated employees. ("Unfunded" means that employersdon't formally set aside funds for these benefits; ins...

08/25/2026

Index funds offer a simple, cost-effective way to participate in the markets, but not all funds are so simple.

08/24/2026

Certain types of trusts can protect your assets from future claims of creditors and future lawsuits. Trusts that have this protective feature are often referred to as asset protection trusts. Setting up an asset protection trust is a preventative measure that can keep you from losing your possession...

08/23/2026

If you have a child or other dependent and work outside the home, you may need to pay someone to care for your loved ones. Fortunately, the child and dependent care credit may provide some financial relief. The child and dependent care credit is an income tax credit for up to 50% of certain expenses...

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2820 Lassiter Road, Suite A200
Marietta, GA
30062

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