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  • 1044 3rd St., Whitehall, PA 18052
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Month: May 2023

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  • 2023
  • May
Elliot-Raphaelson-the-savings-game-2-872x1024
23 May

The Savings Game: Traditional IRAs are an IOU to the IRS

  • By Jeff Tintle
  • / Accounting, Blog, End of Life, Estate, inheritance, Retirement, Tax, Wealth
  • /Tags: assets, financial goals, IRA's, IRAs, life insurance, planning, retirement, Roth, Roth IRA, tax, taxes

Slott says a traditional IRA is an IOU to the IRS, so he believes in looking for alternatives.

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charts and calculator
23 May

Jill On Money: Confidence Shaken After Banking Debacle

  • By Jeff Tintle
  • / Blog, Estate, Retirement, Wealth
  • /Tags: assets, banking, cost of living, financial goals, inflation, market, planning, recovery, the fed

“The last time there was a decline in confidence of this magnitude was in 2008 during the global financial crisis,” the RCS found.

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money cash savings bills dollars wealth finance
04 May

New Rules on Required Minimum Distributions

  • By Jeff Tintle
  • / Accounting, Retirement, Wealth
  • /Tags: minimum distributions, required minimum distributions, retirement, retirement accounts, retirement income, tax-deferred

Congress revised rules on required minimum distributions (RMDs) that retirees must start taking in their 70s from tax-deferred retirement accounts.

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  • (610) 433-3866
  • info@ATAFinancial.com
  • (610) 433-0498

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April 15
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April 16 Closed

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