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 MORERequired IRA Distributions & How We Help
by pittand | Jul 27, 2021 | P&A Articles, Retirement
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 MOREKey considerations for Roth vs. Traditional IRA contributions
by Blake Anderson | Feb 12, 2020 | Financial Planning, P&A Articles
One of the questions we often hear from our P&A Clients is, “Which is the better retirement account to put money into – a Roth or...
READ MORE