Osaic Wealth

Gary N. Krikorian CPA, CFS, CFP

3001 Waterdam Plaza Dr, Ste 180 McMurray, PA 15317

Phone:

Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Credit Card Debt

How Long Will It Take to Pay my Balance?