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

09/07/2026

Explore alternative asset classes beyond stocks, bonds, and cash.

09/05/2026

Whether you must file a federal income tax return generally depends on the amount of your gross income.

09/04/2026

The Plan Sponsor Council of America marks the 30th anniversary of 401(k) Day.

09/03/2026

If you have worked outside of the United States, you may be able to take a credit on your U.S. federal income tax return for income tax you paid to a foreign country. You can claim the foreign tax credit when you've paid (or accrued, if you're using that method of accounting) taxes to a foreign coun...

09/02/2026

The term "marital and related trusts" refers to the several types of trusts that married individuals can establish to maximize use of their estate tax applicable exclusion amounts (the amount that can be sheltered from federal gift and estate tax by the unified credit) which, when combined with the....

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.

Address

2820 Lassiter Road, Suite A200
Marietta, GA
30062

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