IRA Archives - Leone, McDonnell & Roberts, Professional Association, Certified Public Accountants

Posted March 22, 2021

Traditional IRA Funds: Passing Them On To Your Loved Ones

A traditional IRA fund is a common savings vehicle that investors pass on to loved ones as part of their inheritance. If you plan to leave a traditional IRA fund to your loved ones, it's [...]

By Sarah Scheffer

In Blog

Posted January 20, 2020

How The SECURE Act Is Changing the Face Of Retirement

At the end of 2019, Congress passed (and the President signed) into law the SECURE (Setting Every Community Up for Retirement) Act. Passed as part of the government's spending bill, this recent [...]

Client Testimonials

The engagement team at Leone, McDonnell & Roberts is a group of true professionals who understands the operations of a large nonprofit organization like ours and the requirements for auditing federal grantees. They always have our best interests and concerns in mind.
Central Vermont Community Action Council, Inc.Finance Director
With Leone, McDonnell & Roberts by our side for over 15 years, we have no worries about our finances. The firm provides us with tax planning and preparation and business consulting services. I couldn’t be more pleased with my relationship with Leone, McDonnell & Roberts and the services that they provide to our company.
Route 11 Auto Parts, Inc.Owner
The support Leone, McDonnell & Roberts provides is a tremendous asset to our company. Their tax assistance is always accompanied by professionalism and availability whenever we need them. When we have a question about anything, all we need to do is call.
Community Action Program Belknap-Merrimack Counties, Inc.Finance Director
I chose to work with Leone, McDonnell & Roberts, PA after soliciting feedback from area professionals and receiving excellent reviews. Since then, not only have they helped prepare and file taxes for my LLC, but they have also helped me with my tax planning and preparation throughout the year.
Mt. Washington Radio GroupGM/Owner
Organizationally I needed to find a firm that could handle my growing businesses. And I did. LMR stepped in and immediately made a positive difference. They have proven to me over and over that they have the intellectual horsepower to work with me and the complexities of my businesses.
Mark Synnott/Synnott Mountain GuidesOwner and Entrepreneur

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