We continue to service our clients with close attention, practicing recommended social distancing guidelines at the office, and limiting to in-person meetings to necessary situations. We use the Zoom service over the internet to hold meetings online, or phone calls. Please do not hesitate to call us with questions and we will be happy to respond to you by return email.
2020 was a very busy year with many changes regarding the beneficiary designation, the taxation of withdrawals and the required distributions of retirement accounts. Please call or email us with questions !!