After much political wrangling, the long-awaited Secure Act 2.0 passed Congress and was signed by President Biden on December 23rd. The Act...
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The RMD clock is ticking
Attention shoppers…there’s only 44 days left until Christmas. Yikes! This means we are nearing year-end and our to-do lists are growing by...
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Why keep working after retirement?
Have you ever pondered this question? The word “retirement” is associated with the idea of NOT working any longer, yet many question if they...
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Annuities Schmuities
The title of this post is a phrase I’d like add to the urban dictionary. The definition would be similar to “buyer beware” or “proceed with...
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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...
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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...
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