On March 29th, 2022, the House of Representatives passed the Securing a Strong Retirement Act of 2022, known as Secure Act 2.0. This bill now...
READ MOREFacing large RMDs from your IRA?
by Jon Sevenker | Jul 29, 2021 | P&A Articles, Retirement, Tax planning
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 MOREThe timing of Social Security
by Diane Klein | Jun 24, 2021 | P&A Articles, Retirement
Social Security benefits are a major retirement income source for many people. So, the timing of when you start receiving Social Security is...
READ MORERMD confusion?
by Elizabeth Sydzyik | Feb 23, 2021 | P&A Articles, Retirement
With the passing of the SECURE Act in December 2019 and the CARES Act in March 2020, there is a lot of new information–and some...
READ MOREFive ways we’ve recently helped our clients
by Jon Sevenker | Dec 17, 2020 | P&A Articles
In this post, we share a handful of ways we’ve helped our clients save on taxes, be more philanthropic, and make more informed financial...
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