by Steve Sipult | Aug 22, 2025
DOWNLOAD OUR GUIDE What’s Next for Your P&G Career? Let’s Make It Count. Whether you’re decades into your role or stepping out of leadership, one question often rises to the top: What now? Download...
by Aqweela Das Neves | Jul 16, 2024
× Steven Zins, CFA Senior Wealth Advisor Email Steven 513-618-3050 LinkedIn Designations and Licenses Steven holds the Chartered Financial Analyst® designation. Experience and Education Steven works with individuals, families and foundations to provide...
by P&G Retirement | Mar 9, 2023
× Todd Block, CPA Regional Director, Tax Email Todd 513-317-4149 Designations and Licenses Todd is a Certified Public Accountant. Experience and Education Todd has more than 17 years of experience in tax and accounting. As director of tax, he assists clients with...
by P&G Retirement | Mar 9, 2023
× Kyle Moore, CFA Senior Portfolio Manager, Equities Email Kyle 513-618-3051 × Designations and Licenses Kyle holds the Chartered Financial Analyst® designation. Experience and Education Kyle is a portfolio manager working with the director of equity research and...
by Aqweela Das Neves | Mar 1, 2023
× × Reverse Rollover Oftentimes, our P&G clients are unable to perform the annual Backdoor Roth IRA contributions due to having funded traditional IRAs. When performing a Roth conversion, a funded traditional IRA brings in tax liability due to the pro rata nature...
