We have prepared a selection of frequently asked questions.
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Scott Henvey: Jul 9, 2025 9:55:05 AM
Retirement planning is essential for all families, but it can be especially critical for couples where one spouse earns little to no income. In such...
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Scott Henvey: Feb 4, 2025 10:13:04 AM
Once you reach age 73, tax law requires you to begin taking withdrawals — called Required Minimum Distributions (RMDs) — from your traditional IRA,...
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Scott Henvey: Jan 13, 2025 8:24:27 AM
Saving for retirement is a crucial financial goal and a 401(k) plan is one of the most effective tools for achieving it. If your employer offers a...
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Maurice La Verdure: Dec 2, 2024 12:50:45 PM
When start-ups launch, their focus is often on tightly controlling expenses. Most need to establish a brand and some semblance of stability before...
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Scott Henvey: Aug 7, 2024 1:11:58 PM
If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to...
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Maurice La Verdure: Apr 16, 2024 3:58:31 PM
If your business doesn’t already have a retirement plan, it might be a good time to take the plunge. Current retirement plan rules allow for...
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Scott Henvey: Feb 8, 2024 11:55:37 AM
Although traditional IRAs and Roth IRAs have been around for decades, the rules involved have changed many times. The Secure 2.0 law, which was...
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Scott Henvey: Dec 19, 2023 11:31:02 AM
If you’re facing a serious cash shortfall, one possible solution is to take an early withdrawal from your traditional IRA. That means one before...
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L&H CPAs: Jan 16, 2020 7:47:50 AM
Determining how much to withdraw from a retirement nest egg annually can be stressful. As this article argues, the 4% rule can help reduce...
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L&H CPAs: Jan 16, 2020 7:12:21 AM
