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 MOREUsing your IRA for charitable donations
by Elizabeth Sydzyik | Jan 25, 2023 | Charitable Giving, P&A Articles
If you’re charitably-inclined, have an IRA account, and are over the age of 70 ½–or soon will be, you’ll want to know about Qualified...
READ MORE7 implications of Secure Act 2.0 passing
by Jon Sevenker | Dec 28, 2022 | P&A Articles, Retirement
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...
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