Integrity Investment & Tax Advisory LLC
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Return On Principle
The Only Investment Book You Really Need! Dave is a good friend with whom I'm in a national study group Maximize your retirement and focus on income and master the “inside game” armed with a fresh...
Retirement Help
Integrity Investment & Tax Advisory LLC provides retirement planning services designed to educate clients as to their best options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement - planning mistakes,...
Scranton Academy
The Scranton Academy for Financial Education is dedicated to providing no-cost financial education as a public service. The primary goal is to arm consumers with information that helps them make smart investment decisions, and/or prepares them to...White Papers - Library
White Paper – Non-Stock Market Income Generating Alternatives
There are three basic categories of investments: conservative, moderate and aggressive. Aggressive instruments are those primarily invested in for growth. As the chart shows, they include things such as common stock, stock mutual funds, speculative real...
White Paper – Are Your Allocations Right for Social Security?
Nothing exists in a vacuum, meaning that even if you’ve determined the best time and method of taking your Social Security benefits based on your age, objectives and lifelong earnings, it won’t matter unless you properly...
White Paper – Understanding Social Security Benefits
Before you can retire, you should know what all of your sources of income are going to be, and how much you can expect to receive from each. Social Security benefits will, obviously, be one of...
White Paper – Are Your Allocations Right for RMDs?
Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you must take them is as simple as following a bit of advice your parents probably used...
White Paper – Understanding Required Minimum Distributions
The idea behind required minimum distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make sure we don’t misuse it. So,...
So You’re Retired – Now What?
Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is. The federal government wants to make plans such as 401(k)s, Keoghs, SEP-IRAs and traditional IRAs available...
How Social Security Works
The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of the Great Depression. It was intended to provide a safety net of income for individuals too...