take control retirement

IRA Required Minimum Distributions

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) became law on December 20, 2019. The Secure Act made major changes to the RMD rules. If you reached the age of 70½ in 2019 the prior…
Merry Christmas

Holiday Office Hours

We will be closed the week of Christmas and New Years. As we have every year since 1995, our office will be closed for two weeks in order to upgrade software and equipment in preparation for the upcoming Tax Season.…