Tax Provisions to Expire at the end of 2013
- July 29, 2013
written by Jay Logal The tax code contains many provisions that are considered temporary and will expire after a set period...
Common IRA Contribution and Distribution Mistakes Pt 2
- July 22, 2013
written by Jennifer Cochran This article will be split into two posts. To read our introduction to this Retirement Series, click...

Firm News: Elmer Selim Opening New Firm
- July 17, 2013
Previous partner, owner and long-time employee, Elmer Selim, is leaving The Whitlock Company to start his own firm. Our partnership with...
Common IRA Contribution and Distribution Mistakes
- July 15, 2013
written by Jennifer Cochran This article will be split into two posts. To read our introduction to this Retirement Series, click...
On the Road to Retirement
- July 8, 2013
written by Aaron Henry One of the most important events in life is retirement. Embarking on this post-employment journey is not...