Roth IRA Conversions - What to Consider

Gavin L. DiStasi | Blog Link

We’ve been getting a number of questions about Roth IRA conversions lately, and although we have covered this issue in the past, we thought... Read More »

Podcast Episode 27: Farewell, Richard

Gavin L. DiStasi | Podcast Link

In this episode we remember Dr. Richard Topel

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2019

Gavin L. DiStasi | Blog Link

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the brain and... Read More »

Podcast Episode 26: Collaborative Divorce-What Is It?

Gavin L. DiStasi | Podcast Link

In this episode we talk about the collaborative divorce process

Beneficiary Bungle

Jarrett B. Topel | Blog Link

Designating beneficiaries for your retirement accounts and life insurance policies is one of the most critical decisions you can make in... Read More »

Podcast Episode 25: Pension Power

Jarrett B. Topel | Podcast Link

In this episode we discuss the power of the employer provided pension plan

Say Goodbye to the Restricted Application for Spousal Benefits

Gavin L. DiStasi | Blog Link

2019 marks the last year people can take advantage of a Social Security rule that will soon be phased out. That rule is called filing a... Read More »

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