Osaic Wealth

Gary N. Krikorian CPA, CFS, CFP

3001 Waterdam Plaza Dr, Ste 180 McMurray, PA 15317

Phone:

Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?