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...