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The CARES Act
The CARES Act and its impact on retirement plan distributions HOW QUICKLY THINGS CAN CHANGE. Last month, we were discussing the new SECURE Act and the impact it had on many of our members and their families. Due to the coronavirus pandemic, the recently passed CARES...
Coronavirus and WPA
As our nation and the world continue to battle the coronavirus, we at William Penn Association continue to adapt to a new reality. First of all, we wish to thank you, our members, for your patience and understanding during this trying time. Our dedicated team of Home...
The SECURE Act
The SECURE Act and how it may affect your retirement planning AT THE END OF LAST YEAR, a new law took effect that was designed to increase access for more Americans to tax-advantaged accounts and prevent older Americans from outliving their assets. The Setting Every...
Important Notice to NY Residents
TO ALL WPA MEMBERS IN THE STATE OF NEW YORK A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”)...
Inherited IRAs
What you need to know as the beneficiary of someone’s IRA WHEN SOMEONE NAMES YOU as the beneficiary of their individual retirement account, or IRA, you will find yourself at the intersection of estate planning, financial planning and tax planning. That’s one busy--and...
Our Fraternal Summer Continues
OUR THANKS to all those members and branches who participated in Join Hands Day. Remember, WPA will reimburse each branch for their project-related expenses up to $500. Thank you to Bishop Csaba Krasznai for the kind words and pictures in the Calvin Synod Herald. We...
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