THE PGN MISSION
goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Use this calculator to determine whether you qualify for the different types of IRAs.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
A balance sheet summarizes your assets and liabilities and reveals your net worth.