Facing large RMDs from your IRA?

Facing large RMDs from your IRA?

Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road.  The best way to optimize taxes over the long run might be to accelerate taxes in the short run. If you’re approaching 72 years of age,...
Required IRA Distributions & How We Help

Required IRA Distributions & How We Help

Welcome to post #4 in my blog post series “Behind the Scenes at P&A”. If you’re new to the series, you can read the previous three installments by clicking on the links below. How we pick stocks The quarterly review process Lead and Service Advisors Last month, I...
What makes a great P&A employee

What makes a great P&A employee

As P&A continues to grow, we have again found ourselves needing to add another great individual to our team.  We are fortunate to have an outstanding team at P&A, and we know it is a big task to find another employee up to the P&A standards.   Every time...
SHIP Medicare Minute – July 2021

SHIP Medicare Minute – July 2021

Diane and Elizabeth are Nebraska SHIP (Senior Health Insurance Program) volunteers here to help with your Medicare enrollment, questions, and drug coverage reviews.* P&A will be posting articles of interest and Medicare-related documents to our blog.  You can find...
The timing of Social Security

The timing of Social Security

Social Security benefits are a major retirement income source for many people.  So, the timing of when you start receiving Social Security is important.  In our experience, clients are worried about three main issues related to when to file: dying too young, waiting...

Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

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