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 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 MOREUsing your RMD for charitable giving
by Jon Sevenker | Sep 14, 2017 | Charitable Giving, P&A Articles
Nearly two years ago, Congress did something they generally don’t…they made a decision that actually benefits savers! Did you know that...
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