by Blake Anderson | Feb 12, 2020 | P&A Articles
One of the questions we often hear from our P&A Clients is, “Which is the better retirement account to put money into – a Roth or Traditional?” The answer to this question is, most often, “It depends.” There are many factors to consider in making the decision,...
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 Jon Sevenker | Jan 22, 2020 | Books, Just for Fun, P&A Articles
Super Pumped: The Battle for Uber By Mike Isaac For those of you who read Bad Blood by John Carreyou, Super Pumped is of a similar vein (pun intended). The former is a story about a visionary founder who refused to accept that her revolutionary product simply didn’t...
by Jon Sevenker | Jan 15, 2020 | P&A Articles
One of Wall Street’s most famous sayings is “cut your losses and let your profits run.” In reality, many investors do the opposite, selling winners too early and holding onto losing positions too long (what’s known as the disposition effect). Behavioral finance...
by Trey Pittenger | Jan 8, 2020 | P&A Articles
When it comes to money, it is never too early to start educating your kids and teaching them good habits. Here are a few concepts that some of us at P&A have implemented with our own kids. If you are a parent, or even a grandparent, hopefully these concepts are...
by Jon Sevenker | Jan 2, 2020 | P&A Articles
Just before Christmas 2019, Congress passed and the president signed the SECURE Act, the most significant update to retirement law in over a decade. Here are the five biggest implications: Elimination of Stretch IRAs for non-spouse inheritors: Beginning in...
