Do You Still Need Your Trust?

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Many trusts were set up to protect wealth from estate taxes when the estate tax   

2013 Year End Tax Planning

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Here are some tips to be aware of.

ATRA12 Offers New Opportunities for Roth 401(k) Conversions

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In the new American Taxpayer Relief Act of 2012 (ATRA12), new taxes on the highest   

Don’t Miss the Qualified IRA Charitable Distribution (QCD) Opportunity to Save on Taxes!

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Charitable minded seniors need to plan carefully before taking their required minimum distribution (RMD) this   

Is a Simple Will Enough?

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Everyone’s situation is unique.

Is the Recent DOMA Ruling a Windfall for the Government?

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If you think it’s not, maybe you should look again.

New Benefits of the Roth 401(k)

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An important new tool.

New Rules for Itemized and Personal Exemptions

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What’s the net impact of the PEP and Pease limitations?

Five Strategies for High Income Earners to Deal with the New Tax Rules

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The American Taxpayer Relief Act of 2012 (ATRA12) prevented higher taxes for many taxpayers but   

Finding the Winners and Losers in the New Estate Tax Laws

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The debate over the winners and losers in the American Taxpayer Relief Act of 2012   

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437