After much political wrangling, the long-awaited Secure Act 2.0 passed Congress and was signed by President Biden on December 23rd. The Act...
READ MOREThe RMD clock is ticking
by Elizabeth Sydzyik | Nov 10, 2022 | P&A Articles, Retirement
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...
READ MOREWhy keep working after retirement?
by Diane Klein | Oct 26, 2022 | P&A Articles, 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...
READ MOREAnnuities Schmuities
by Audrey Mines | Nov 2, 2021 | Financial Planning, P&A Articles, Retirement
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...
READ MOREFacing large RMDs from your IRA?
by Jon Sevenker | Jul 29, 2021 | P&A Articles, Retirement
Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road. The best...
READ MORERequired IRA Distributions & How We Help
by pittand | Jul 27, 2021 | P&A Articles, Retirement
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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