Using the 529 Plan to Save For a Child’s Education and Retirement
Save for higher education and retirement, too.
Longtime Leone, McDonnell & Roberts Partner Retires
It is with great honor and respect that we announce that Thomas Roberts, CPA, partner, colleague and friend, has retired from his active role as a shareholder.
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 [...]
Penalty-Free Pandemic-Related Early Retirement Distributions
The CARES Act provides relief to people under age 59 ½ that are impacted negatively by the pandemic. This relief includes coronavirus-virus related distributions and emergency withdrawals of up [...]
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 [...]
Social Security Benefits and Taxes: What You Need to Know
Most people know that Social Security (SS) benefits are taxable. Still, many of us don't fully understand how the tax rate on Social Security is applied. If SS represents your only income, it's [...]
Freedom Planning for Business Owners
The thought of retirement is often met with fear and anxiety, leading to various degrees “planning paralysis." If we are able to view retirement through a different lens, the feelings of fear and [...]
What Happens To Your Retirement When You Are Gone?
Retirement accounts provide viable investment vehicles for individuals to have access to necessary funds after they have left the workforce. Knowing what happens to your retirement when you die [...]
