PKS
Insights

With PKS you have more than an advisor, you have an entire firm of financial professionals. Contact us today to let us know how we can assist you.

Charitable giving in retirement using Qualified Charitable Distributions from an IRA

Qualified Charitable Distributions: A Smart Tax Strategy for Retirement Giving

Qualified Charitable Distributions: A Smart Tax Strategy for Retirement Giving Gigi G. LeKites, CFP®, CRPC® Qualified Charitable Distributions (QCDs) can...

Are You Ready for the New Roth Catch-Up Contribution Rules?

Catch-up contributions have long been a way for taxpayers to put more dollars into their retirement accounts as they get...

FAFSA 2026-2027 Update: What Students and Families Need to Know

The Free Application for Federal Student Aid (FAFSA) form for the 2026-2027 school year is now available. The FAFSA was...

2025 Year-End Planning & Tax Update Webinar Recording

2025 Year-End Update Webinar Recording Ready to make confident, year‑end tax decisions? Our on‑demand webinar explains what the newly enacted...

November Ekes Out a Gain

While the tech-heavy Nasdaq Composite slipped last month, both the Dow Jones Industrial Average and the S&P 500 shook off...

Phantom Income Tax Implications

Imagine receiving a tax bill for income that never made its way into your bank account. It sounds like a...

Your Financial Snapshot: Why a Personal Financial Inventory Matters

Thinking about the future of your finances may not be an appealing use of your time. But chances are it...

Your 401(k) Is Maxed Out: Now What?

A 401(k) plan is an attractive employee benefit, allowing you to set aside substantial savings for retirement on a tax-deferred...

Gift Wrap Your 2025 RMDs to Charity

If you’ve reached the age where you must take required minimum distributions (RMDs) from your IRAs and don’t need the...

When Is the Last Time You Thought About Your Account Beneficiaries?

In today’s fast-paced world, it’s easy to lose track of who your designated account beneficiaries are. Circumstances may change from...

Encourage Your Child to Fund an IRA

Looking for a lasting gift for your children or grandchildren? Once they start working, teach them good savings habits by...

PKS
Insights

Qualified Charitable Distributions: A Smart Tax Strategy for Retirement Giving

Are You Ready for the New Roth Catch-Up Contribution Rules?

FAFSA 2026-2027 Update: What Students and Families Need to Know

2025 Year-End Planning & Tax Update Webinar Recording

November Ekes Out a Gain

Phantom Income Tax Implications

Your Financial Snapshot: Why a Personal Financial Inventory Matters

Your 401(k) Is Maxed Out: Now What?

Gift Wrap Your 2025 RMDs to Charity

When Is the Last Time You Thought About Your Account Beneficiaries?

Encourage Your Child to Fund an IRA

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PKSInsights

PKS
Insights