Families can make a tax-free rollover from 529 plans to Roth individual retirement accounts starting in 2024
Article published by CNBC.com Written by Greg Iacurci "Americans who save for college in 529 plans will soon have a way to rescue [...]
What are Backdoor Roth IRAs… and is one right for you?
Dave and Chase define and discuss Backdoor Roth IRAs and the different ways that they may help... or impede... your retirement [...]
The Retirement Mortgage That Pays You
Real estate equity conversions now allow you to enjoy the benefits of living in your home, as well as having it produce income. Th [...]
Home Equity in Retirement
On this episode of the Retire Your Way with ILG Financial podcast, founder Dave Lopez takes a deep dive into homeownership in r [...]
Your Investment Life in Two Phases: The Accumulation Phase and the Distribution Phase
There are two phases in your financial life. The accumulation phase, where you accumulate your wealth in your working years, an [...]
Qualified Charitable Distributions to Reduce the RMD Tax Burden
When you started out saving for retirement, you may have contributed to an IRA or 401(k) through your employer. In addition, you h [...]
Megan Jones joined the ILG Financial team in 2020 as marketing director. Megan and her husband live in Fredericksburg, VA with their German Short Haired Pointer, Gus. Megan is a graduate of Longwood University and holds a degree in communications. Megan is the oldest of Dave Lopez’s three children and not only enjoys working alongside her father, but also with her cousin, Chase, who joined the ILG Financial team in 2020 as an advisor. Megan is also a fully licensed Life, Health, and Annuity agent. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.
Amy Anderson joined the ILG Financial team in 2023 as the client relations coordinator. Her responsibilities include scheduling of appointments, annual check-up notifications, and annuity and required minimum distribution assistance. She is a graduate of Harding University with a degree in Computer Information Systems. Amy and her husband have two children and she enjoys reading, crocheting, music and spending time with her family.
Terri Center joined the ILG Financial team in 2019 as client services manager. She handles client records, application processing, and gathering information to provide a professional and friendly experience with all of our clients. Terri is a graduate of Oakland University. She is married and has two children. She enjoys hiking, family time, and puzzle challenging video games. She also likes to share her creativity in her canvas paintings and sewing projects.
Jessica Carson joined the ILG Financial team in 2018 as an agent. Jessica and her husband have four children, two dogs, 3 barn cats, 5 chickens, and three parakeets. She indeed loves her children and pets! When not at work, Jessica enjoys playing the piano and cello as well as traveling and spending time outside with her family, hiking, fishing, and boating.