Failure to Take the RMD from Your IRA Can be Costly

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A recent audit report found that in fiscal year 2014, IRS revenue officers collected $222   

Drop Dead Date for Withdrawing Excess Contributions to Your IRA

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You are probably aware of the IRA penalty for taking money out of an IRA   

New Rules for Offshore Accounts

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This may be a good time to bring those assets back to the US.

Don’t Get Penalized for Having Stock Market Gains

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You may need to make quarterly tax payments on your capital gains.

Follow the Rules for 401(k)’s When Changing Jobs

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Which option will you choose?

Hardship Withdrawals – What are the Real Costs?

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The victims of Hurricane Sandy may have thought they were receiving help from an unusual   

Thinking About Early Retirement? Watch Out for These Pitfalls

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Be careful to avoid these withdrawal traps.

Tax Filing Deadline – Time to Review

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Now’s the time to plan for next April 15th by making adjustments to your tax withholding and tax payments.

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