Uncategorized Common beneficiary mistakes as identified by Ed Slott 06/25/2023 I've been reviewing some advice from retirement expert Ed Slott, who likes to zero in on common mistakes. Here's my take: Common beneficiary mistakes when it comes to leaving retirement…
Uncategorized Covid-19 Impact on your family? 01/29/202102/07/2021 Have you or anyone in your residence been affected by Covid-19? By CV-19 sickness or job/income reduction? Be sure to let me know, because there are favorable tax treatments for…
Kenneth Athon Tax Strategies 