by Steve Sipult | 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 Steve Sipult | 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...
by P&G Retirement | Mar 1, 2023
× × P&G Retirement Plan Offers Many Investment Options Within the P&G Retirement Plan, there are many different options for where to allocate your investments. Once you turn 50, you have access to these options within your PST, and you always have access to...
