top of page


How to Avoid the 10% Early Distribution Penalty: Part 2 of 2
Smart Strategies for Qualifying for Early Distribution Penalty Exceptions. Early—or pre-age 59½—distributions from IRAs and employer...
Zachary Levine, CPA
3 days ago4 min read
0 views
0 comments


When the Market Drops, Does Opportunity Knock?
Market declines are an inevitable part of investing—but history shows they’re often followed by powerful rebounds. As this chart...
Zachary Levine, CPA
May 11 min read
1 view
0 comments


How to Avoid the 10% Early Distribution Penalty: Part 1 of 2
According to a 2024 report by the Treasury Inspector General for Tax Administration (TIGTA), Americans made early distributions of $12.9...
Zachary Levine, CPA
Apr 234 min read
4 views
0 comments


The Fed, Rate Cuts, and What it Means for You!
fed , Interest Rates Understanding how interest rates may impact your financial life is paramount. Prevailing interest rates, which are...
Zachary Levine, CPA
Jan 234 min read
14 views
0 comments
bottom of page