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News & Insights

A Note about Health Savings Accounts
January 6, 2023
Jim Magno


Helpful reminders regarding Health Savings Accounts (HSAs).

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New Regulations Impact Inherited IRAs
May 16, 2022
Jim Magno


Clarifications in new IRS regulations implementing changes made by the 2019 SECURE Act have a big effect on distribution requirements for inherited IRAs.

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Basic Estate Planning: Retirement Plan Assets, IRAs, and Other Beneficiary Designated Assets
September 17, 2021 
Jim Magno


How to lay the foundations for your estate plan and keep it updated for the benefit of both yourself and your loved ones.

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What is estate planning and why is it important?
September 1, 2020


Read about the benefits of estate planning and what different aspects of an estate plan may entail.

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