As we drift into cooler weather we have a few exciting announcements for you!
As part of our process, Atlas advisors review and assist clients with the management of RMDs. We do this to make a potentially cumbersome administrative activity easy for our clients, but also for providing guidance on the financial planning aspect and tax implications associated with the distributions.
By Susan Dellaghelfa
I’m writing to let you all know that I will be retiring from Atlas this summer.