Your Financial Community of Pennsylvania, Inc.

CONNECT

Address:

200 E. Main Street P.O. Box 605
Palmyra , PA 17078-0605

Phone:

717-838-9009

Fax/Other:

717-838-9110

Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Tax Planning

  • Capital Gain Tax

    Capital gains are profits realized from the sale of assets; a tax is triggered only when an asset is sold, not held.

  • Gift Tax

    The federal gift tax applies to gifts of property or money while the donor is living.

  • Retirement Plan Limits

    IRAs, employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.

  • Required Minimum Distributions

    Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

  • Retirement Plan Taxes

    With traditional IRAs and most employer-sponsored retirement plans, taxes are not payable until funds are withdrawn.

Risk Management

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck