Retirement Plan Investment Allocation
Most retirement plans provide many different investment options to choose from, but choosing the best option for you can be challenging.
private foundation
Families use private foundations as an opportunity for charitable giving to future generations.
Kids Financially Successful
Monetary transactions look much different than they did when we were kids.
emergency fund
Even if you avoided financial hardship in 2021, last year should have made clear the importance of having an emergency fund for you and your loved ones.
financial planning
The basics of financial planning for women are not much different than for men – spend less, save and invest more, and work from a plan.
Financial Planning Strategies
60% of baby boomers cite health care expenses as their top concern in retirement.
planning strategies
As a business owner, there’s risk involved in building and growing your business.
We know things aren't back to business as usual, but until we can meet you in the office, we're happy to meet you where you are!
Gifts to Employees
The Internal Revenue Service (IRS) has shared promoted the Coronavirus Aid, Relief, and Economic Security (CARES) Act as a containing favorable tax treatment for eligible individuals for withdrawals from retirement plans and IRAs for eligible individuals.
report charitable contributions
If you participate in a qualified retirement plan, you must generally begin taking required withdrawals from the plan no later than April 1 of the year after which you turn age 70½.
working remotely
Increasing your retirement plan contributions can be particularly advantageous if your itemized deductions will be smaller than in the past because of changes under the Tax Cuts and Jobs Act (TCJA).
emergency fund
The IRS has announced its cost-of-living adjustments to tax items that might affect you.
covid-19 relief package
As we approach the end of the year, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps.
Section 529 plans are a popular education-funding tool because of tax and other benefits.
Charitable IRA Rollovers
If you’re age 70½ or older, you can make direct contributions from your IRA to qualified charitable organizations without owing any income tax on the distributions
Where to Retire
Choosing a state that has no personal income tax may appear to be the best option, but that might not be the case once you consider property taxes and sales taxes.

Do you have a question about our latest news?

The team at AZ is pleased to be a resource to you. 

Welcome to Our Redesigned, Rebranded WebsiteOut With the Old, In With the New

We've redesigned our website with you in mind. If you have any challenges finding information, please reach out to us through our contact form. We're happy to assist and look forward to creating more content, just for you!