Susan M. Hovanec, AEP®, CFP®
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio FocusSteven Whittaker, CFP®
Associate Vice President - Financial AdvisorCari Neitzey, APP
Investment AssociateSusan M. Hovanec, AEP®, CFP®
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio FocusSteven Whittaker, CFP®
Associate Vice President - Financial AdvisorCari Neitzey, APP
Investment Associate
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If you’re 73 or older and haven’t taken your required minimum distributions (RMDs) from your IRAs yet this year, let’s talk.
Did you know that attitudes toward estates and wealth transfer are shifting, with a greater emphasis on passing on wealth during life? A financial advisor can brainstorm smart ways to tap into your values while distributing wealth.
How are you taking your RMDs? The deadline for 2024 is December 31. Explore your withdrawal options today.