Key Updates About RMDs
Key Updates About Required Minimum Distributions (RMDs) What are RMDs? Once you reach age 72 (formerly age 70 ½ before the SECURE Act was passed in 2019), you are required to take minimum distributions from your traditional IRAs, SIMPLE IRAs, SEP IRAs, Solo 401(k)s and most other employer-sponsored retirement plans. (RMDs are not required from…
8 Ways to Protect Your Information Online
In this day and age, it is crucial to ensure you are doing your part to protect your information online. Criminals are constantly trying to uncover ways to obtain private and sensitive account information. While most companies, including Peak, have their own due diligence to protect your information, online security is a two-way street that…
Looking to the Past and Investing in the Future
27 years have passed since Peak opened for business in 1994. Over that time, we have worked diligently to earn our clients’ trust and make a positive impact on their lives. Yet despite that deep history and the client relationships that have now turned into lifelong partnerships and friendships, at times we feel like we…
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