by Diane Klein | Feb 5, 2020 | P&A Articles
The Setting Every Community Up for Retirement Enhancement (SECURE) Act became effective January 1, 2020. How does this new law affect you with regards to the “Stretch IRA”? What’s in the past… Prior to 2020, IRA and ROTH accounts could be used as a powerful...
by Diane Klein | Dec 19, 2019 | P&A Articles
Did you know that, if you have a significant loss of income after you retire, there is an appeal process for IRMAA? In other words, you might not be locked into paying higher premiums just because you were a high-income earner before retiring. Before we get into...
by Diane Klein | Oct 22, 2018 | P&A Articles
Cybersecurity and identity theft are top-of-mind at Pittenger & Anderson. Read through the following PDF’s to learn some tips for preventing fraud, how to respond to a data breach, and the steps Charles Schwab takes to protect your information. Tips for...
by Diane Klein | May 11, 2018 | Just for Fun, Recipes
Ingredients: 1 large package Sugar-Free Jell-O pudding prepared (chocolate, white chocolate, or vanilla) 1 8×11 pan prepared brownies cut in 1/2 inch squares (you will only use about 2/3 of this) 1 large container Lite Cool Whip 3/4 cup of Caramel Sauce 1/2 bag...
by Diane Klein | Sep 1, 2017 | Books, Just for Fun
I love to read…did you know that about me? I do. I find it relaxing and entertaining. The problem is time. I have two very active kids – music, dancing, and theater are the center of our universe at the current time. In order for me to get any amount of reading...
