Timothy Sumer

Watch this video to learn more about Director of Advisor Services, Matt Neff, CRPC®, AIF®. Matt joined Petersen Hastings in 1999 and has over two decades of advisory experience, primarily developing and servicing Individuals and Families and Corporate Retirement Plan clients. His career foundation began with a Bachelor of Arts degree in Accounting from Washington State University. With a heart of a teacher, Matt is focused on helping people utilize their strengths to achieve their goals. To help others, he naturally brings an organized and methodical approach, blended with compassion and an individual understanding, while also being proactive to potential or current obstacles. As the Director of Advisor Services, Matt's primary responsibilities include managing the firm's advisory team, providing service to clients, and acting as a member of both the Petersen Hastings Leadership Team and Board of Directors.... ( read more ) LEARN MORE ABOUT: Qualified Re...

Have you recently inherited an IRA from a parent or someone other than your spouse? Maybe you expect to in the future. There have been some recent developments regarding the SECURE Act that you should be aware of. Senior Wealth Advisor, Blaine Carr breaks it down in Part 2 of our SECURE Act 2.0 series.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA With the passage of the SECURE Act 2.0, there are now important changes to consider when inheriting an IRA. The SECURE Act 2.0 is a piece of legislation aimed at making it easier for people to save for retirement. It includes provisions that allow for more flexibility when it comes to inheriting an IRA. The most important change is that the required minimum distribution (RMD) age has been increased from 70.5 to 72. This means that if you inherit an IRA from someone who passed away after Decemb...