In movies, novels, and even in real life, there are those who dedicate their life’s work to searching and discovering. Whether the search is for sunken treasure, the fountain of youth, a spiritual vortex, a cure for cancer, or the Holy Grail, there must be a calculated plan in place—a map to help guide you to your destination.
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
As 2022 came to a close, Congress passed revisions to the retirement rules previously known as the SECURE (Setting Every Community Up for Retirement Education) Act. There are several provisions that have been revised and they have been rolled out under the name of SECURE Act 2.0.
This presentation was brought to you in partnership with Ronald McDonald House Charities of the Capital Region and will review the benefits of leveraging different strategies and how they could impact your financial and tax planning roadmap.
Chris Aiello, Director of Trust and Estate Planning at Atlas, recorded a recap of key points that he discussed at the Atlas Open House on October 19, 2022.
Fall has arrived! As we look forward to the upcoming holidays, we reflect on what Atlas team members have been doing in recent months.
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