SERVICES
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| Accounting Services |
-Quarterly Estimate Preparation
-IRA Distributions
-Marcellus Gas Royalties
-Windfalls
-Beneficiary IRAs
-Estate Planning
-Tax Filing
-Quarterly Estimate Preparation
-and more...
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| Retirement Services |
-Retirement Planning
-Bridging: Between Jobs or Careers
-Pre-Retirement
-Retirement
-Over 70-1/2
-Estate Planning
-and more...
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| Guidance on a variety of financial matters |
-IRAs, Roth IRAs, 401(k), Retirement Planning
-Social Security Benefits
-Medicare Coverage
-Meaning of Life Issues
Learn More...