The Estate and Retirement Planning Center
est. 2003
The Estate and Retirement Planning Center has been working with friends and neighbors throughout the greater Greensburg, Pennsylvania, area to help them achieve their current and future financial and estate distribution goals through the use of insurance, investment and legal tools.
Financial Services
Our primary goal is keeping our clients’ money safe from volatile and risky investments.
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Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
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Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services
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IRA Blog
Market Review and Outlook
2019 Social Security Earnings Test Limits
If you work while collecting Social Security benefits, you can get hit with hefty benefit reductions. Here are the earnings limits for this year. Can you work and collect Social Security at the same time? The short answer is yes, it's possible. However, if you haven't...
read moreIf you’re planning to retire in 2019, here’s how to make sure you’re prepared
Sarah O'Brien While some people might have been saving and planning for decades for retirement, others might not have given much thought to their life after full-time work. If you plan to continue working in some capacity, keep in mind the effect it could have on your...
read moreIs retirement good for health or bad for it?
Patrick J. Skerrett Former Executive Editor, Harvard Health For many people, retirement is a key reward for decades of daily work—a time to relax, explore, and have fun unburdened by the daily grind. For others, though, retirement is a frustrating period marked by...
read moreINHERITED IRAS AND RMDS: TODAY’S SLOTT REPORT MAILBAG
By Sarah Brenner, JD IRA Analyst Question: Dear Ed, Thanks for all your work on the retirement frontier. I have a question…we have married clients who are age 70 (he) and 62 (she). Both clients have IRAs. The 62-year-old client just passed away. I know that the...
read moreDEEMED
By Andy Ives, CFP®, AIF® IRA Analyst A word we don’t see much in daily conversation is “deem.” I imagine a sweeping proclamation made by an authority figure from an ivory tower: “It is deemed that the third day of the standard workweek shall henceforth be called...
read more6 RULES FOR TAX-FREE ROTH IRA DISTRIBUTIONS
By Sarah Brenner, JD IRA Analyst Roth IRAs offer a trade-off. You decide to pay taxes now on your contribution (or conversion) in exchange for tax-free earnings down the road. Don’t miss out on Roth IRA benefits by making mistakes when you take a distribution. Here...
read moreDecember 2018 Market Review and Outlook
December 2018 Market Review and Outlook -Murray Titterington, CFP, CIMA Be careful what you wish for. Last month we hoped for a “Santa Claus” rally in the markets (defined as a rally beginning the day after Christmas and extends through the end of the year). Well, the...
read moreOctober 2018 Market Review and Outlook
U.S. stock markets closed out the month of October with the largest monthly losses we’ve seen in more than six years. All of 2018’s gains were essentially wiped out over just a few days of trading. Bond markets have been hurt all year as interest rates have continued...
read moreAugust 2018 Market Review and Outlook
The US equity markets closed the month of August with gains despite apprehension concerning trade policy. The S&P 500, NASDAQ, and Russell 2000 all reached new highs during the month. The S&P 500 had its best August performance since 2014, while the NASDAQ posted its...
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