The rules around required minimum distributions from retirement accounts are confusing, and it’s easy to slip up. Fortunately, if you do make a mistake, there are steps you can take to fix the error and possibly avoid a stiff penalty.
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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