Beyond Your Finances, Our People, Retirement
At PDS Planning, we believe some of the best financial lessons come from real life experiences. Alyssa Troyer, Director of Operations and Paraplanner at PDS, recently reflected on completing her 14th half marathon while balancing life as a working mom of two young children. Her experience serves as a thoughtful reminder that both running and…
PDS Planning Employee Spotlight – Alyssa Anderson Growing up in a small town in Iowa, Alyssa Anderson graduated with a finance degree from The University of Iowa in 2009 before relocating to Columbus and joining the PDS Planning team. She has been with PDS for more than 12 years and considers her coworkers as part…
Estate & Legacy, Retirement, Taxes
Inherited IRAs – Your Must-Know Basics You’ve inherited an IRA. What happens now? Are you the son, daughter, brother, sister, niece, nephew, friend, that has inherited an Individual Retirement Account (IRA) from someone (basically, anyone but your spouse)? If you answered yes to this question, then you are subject to Required Minimum Distribution (RMD) rules…
Beyond Your Finances, Retirement
I gained my label as a distance runner in high school running track and cross country. However, I didn’t really get back into running until about six years ago when I ran my first half marathon. Since then, I’ve run two full marathons, eight half marathons, and enough events in the range of 5K-15K…
