tax


7 Steps to Take When You Inherit an IRA

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An IRA can be a wonderful account to inherit. However, the rules are complex and   

Don’t Overlook the Importance of Tax Efficiency

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Tax efficiency is another important key to assuring you don’t outlive your money.

Qualified IRA Charitable Distribution Law: The QCD Remains in Limbo Again This Year

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We must wait to see if it will be extended for 2015

Pay Taxes Once, Instead of Four Times, Using Your IRA's Required Minimum Distribution

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Eliminate quarterly tax estimates and simplify your tax payments in the process.

What the Once-Per-Year IRA Rollover Limit Means for You

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The IRS now views 60-day rollover IRA and Roth accounts differently than in the past. Here’s what you need to know.

It’s Time to Start Your Year-End Tax Planning

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The fourth quarter marks the beginning of year-end tax planning. A good place to start   

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