As the month of April concludes, tax season is behind us for another year, which means it’s a good time to plan for tax year 2023. One of the...
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...
READ MOREIRA monies – Pay the tax now or later?
by Audrey Mines | Sep 23, 2022 | Financial Planning, P&A Articles, Tax planning
Have you wondered if converting IRA monies to a Roth IRA makes sense for you? We’ll help you understand five situations where a Roth IRA...
READ MORE5 ways to gift to your children
by Trey Pittenger | Mar 29, 2021 | Charitable Giving, P&A Articles
“The love you express to your children is infinitely more valuable than any possession you could give them. You can educate them in prestigious...
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