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.
Learn MoreInsurance Services
Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
Learn MoreWorkshop Schedule
Learn MoreEducational Videos
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
5 Things To Consider When Building Your Retirement Financial Plan
October marks National Financial Planning Month, a time when Americans can look at how they are saving, their retirement goals, and how they can create a tailored approach that works for them. October is the perfect time of the year to plan, with summer winding down...
read moreOut With the $1 Million Goal for Retirement: What You Will Really Need
Think about your retirement dreams and realities to set a savings goal for the future. By Rachel Hartman, Contributor IN THE PAST, saving $1 million for retirement was considered a benchmark to help you enter retirement comfortably. But times have changed, and that...
read moreTeacher’s Retirement Q&A on Fixed Indexed Annuities This Back-to-School Season
Teachers are among the hardest working professionals and have the unique responsibility to prepare our younger generations for the future. And, as educators across the country are participating in another back-to-school season, it is a good time to highlight how these...
read moreCOMBINING INHERITED IRAS AND THEIR RMDS
By Beverly DeVeny IRA Analyst IRA owners can clearly combine the accounts they own and they can combine the required minimum distributions (RMDs) from multiple IRAs and take them from any one or combination of their IRAs. But what are the rules for inherited IRAs? An...
read moreSIMPLE INHERITED IRA SCREW-UP RESULTS IN A $9,000 TAX BILL
By Jeremy T. Rodriguez, JD IRA Analyst Legal training is less about memorization and more about understanding how to break down complex problems. With that mind, I often suggest that people understand the law and not try to memorize it. Why was it enacted and what is...
read moreROTH CONTRIBUTIONS & CALCULATING RMDS: TODAY’S SLOTT REPORT MAILBAG
By Jeremy T. Rodriguez, JD IRA Analyst Question: Hi, I am an advisor and attended the Instant IRA Success workshop in 2017 and found it really useful in my practice. I have a client situation I am trying to clarify and am sure you can help. The client ( husband...
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...
read moreJuly 2018 Market Review and Outlook
The US stock markets rose during the month of July as mostly strong corporate earnings trumped weakness in Technology shares. Additionally, fears of a prolonged trade war with China eased a bit as news reported that Treasury Secretary Steve Mnuchin and Chinese Vice...
read moreJune 2018 Market Review and Outlook
The US stock markets gyrated between gains and losses during the month of June, as investors assessed the impact of proposed trade tariffs, political turmoil in the Eurozone, and signals of a slowing global economy. Most of the major US stock indices had positive...
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