THE PGN MISSION
goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How Long Will Your Funds Last?
How much will it cost to pay off a loan over its lifetime?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.