Retirement

Be Financially Prepared for Retirement

The retirement of the future is going to look a lot different than retirement of the past. Estimating what you'll need in retirement, and whether or not your savings are on track, will help you determine if you need to make changes to your retirement plan.

Pennsylvania CPAs shed some light on how to set yourself up for the retirement of your dreams. Read these informative articles, search our Ask a CPA questions, and our view videos.

Money & Life Blogs

Required Minimum Distributions: The Best Retirement Problem to Have

For those who diligently saved for retirement through tax-advantaged plans such as 401(k)s or IRAs, remembering that they must take required distributions from their retirement funds can be a challenge. It is important, though, since there are negative tax consequences for not doing so.
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Quality of Life a Must in Your Retirement Calculations

Financial advisers have seen their fair share of retirement planning/life-choice mistakes. They have an unlimited supply of life lessons to help you along your journey to retirement and to develop a holistic approach to your plan.
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Tax Management with Unconventional IRA Distributions

An individual retirement account is an excellent tool for saving for retirement. However, there may be an occasion that arises when the monies saved need to be accessed for costs other than retirement. You need to be aware of the penalties if you are considering this path.
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