Since the passing of the SECURE Act in December 2019, there has been plenty of confusion on the rules for Inherited IRAs, and rightly...
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...
READ MOREImpacts of the SECURE Act & the “Stretch IRA”
by Diane Klein | Feb 5, 2020 | P&A Articles, Retirement
The Setting Every Community Up for Retirement Enhancement (SECURE) Act became effective January 1, 2020. How does this new law affect you with...
READ MOREWhat to know when inheriting an IRA
by Jon Sevenker | Sep 11, 2018 | P&A Articles
In addition to dealing with the emotional aspects of losing a loved one, there are financial elements to consider as well. Inheriting an IRA...
READ MOREFive ways we helped clients in April
by Trey Pittenger | May 10, 2018 | P&A Articles
Besides managing investments, we help our clients plan for and go through financial transitions. There are pain points associated with these...
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