There are two main types of employee retirement savings plans: the traditional 401(k) and the Roth 401(k). Distributions from a Roth 401(k) are usually tax-free, but there is a little-known situation where distributions can be taxed.
The Peace of Mind Planning Session is all about getting to know each other and ensuring that you understand all of your options before making any decisions.
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Helping families in Western Pennsylvania—including Pittsburgh, Oakdale, Imperial, West Allegheny, Moon Township, Robinson Township, Kennedy Township, Sewickley, Carnegie, Crafton, Rennerdale, South Fayette Township, North Fayette Township, Mount Lebanon, and Upper St. Clair—plan, protect, and prosper.
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Learn simple legal strategies to make your wishes known, keep peace in the family, and ensure your loved ones and assets are protected should you get sick or pass away.
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