Welcome to our blog. With client questions, observations and comments as inspiration, we’ve been writing about investments, markets and financial planning since we founded Atwater Malick in September of 2008. Below are links to some of our recent essays. We hope you find them educational and enjoyable.
February 4, 2021
For clients who must take required minimum distributions (RMDs) from retirement accounts in 2021, Fidelity is currently mailing you notices. …
Important New Legislation – SECURE Act
January 30, 2020
We are taking a pause from our investment review and outlook series to write you about an important piece of…
Understanding Required Minimum Distributions (RMDs)
October 17, 2019
As we plan for the end of 2019, one of our tasks is to determine which retirement account owners have…
IRAs, RMDs and Charitable Giving
October 3, 2019
A qualified charitable distribution (QCD) allows individuals age 70½ years or older to donate up to $100,000 per year to…
Mar 16, 2023
Mar 13, 2023
Feb 14, 2023