Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Latest Blog Post

Your 4% Withdrawal Strategy May Not Be Enough

January 07, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

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Anthony Russo, CPA

Tony has always had an interest in accounting, finance, and investments. After starting college at the University of Maryland, while in the United States Air Force, and later finishing at Albright College, he worked for a local CPA...

A.Michael Russo,CFP®, EA

I’m Mike Russo. I am a native of Berks County and live in Royersford, PA with my wife, Kate, and my two boys, Logan and Connor. I have been in the financial service industry since 2005 and earned my Certified Financial Planner...

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