THE PGN MISSION
goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
This calculator can help you determine whether you should consider converting to a Roth IRA.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.