Since many of our clients have ties to Lincoln, we are passing along information about Give to Lincoln Day and how to utilize an IRA to fund...
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 MOREUsing your RMD for charitable giving
by Jon Sevenker | Sep 14, 2017 | Complimentary Services, P&A Articles, Retirement
Nearly two years ago, Congress did something they generally don’t…they made a decision that actually benefits savers! Did you know that...
READ MOREThe deductibility of management fees
by Jim Pittenger | Jun 10, 2016 | P&A Articles
John and Nancy were dating and she took the young man home for a meet and eat at her parent’s house. John lingered in the kitchen where he...
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