by Aqweela Das Neves | Jul 16, 2024
× Steven Zins, CFA Wealth Advisor Email Steven 513-618-3050 Designations and Licenses Steven holds the Chartered Financial Analyst® designation. Experience and Education Steven works with individuals, families and foundations to provide customized wealth...
by Aqweela Das Neves | Jul 16, 2024
× Hunter Cloud, CPA, CFP® Senior Wealth Advisor Email Hunter 513-924-3332 Designations and Licenses Hunter is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. Experience and Education Hunter develops personalized wealth solutions to...
by P&G Retirement | Mar 9, 2023
× Todd Block, CPA Director, Tax Planning & Preparation Email Todd 513-317-4149 Designations and Licenses Todd is a Certified Public Accountant. Experience and Education Todd has more than 12 years of experience in tax and accounting. As director of tax, he...
by P&G Retirement | Mar 9, 2023
× Kyle M. Moore, CFA Portfolio Manager 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 implementing...
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...
