Parsec Financial is pleased to be recognized in a list of the top 100 RIA firms, according to Forbes. Parsec was ranked 77th, including the 1st and only firm in North Carolina.
Parsec Financial is honored to be listed again on Financial Advisor (FA) Magazine’s 2022 RIA ranking. Of the 534 firms included, Parsec ranked #128, including #2 of the 7 N.C. firms represented.
Charlotte Business Journal featured Parsec Financial in both of its 2022 lists of largest Charlotte-area wealth management firms and financial planning firms.
Our society is going through an unprecedented churn in the labor market due in part to the COVID-19 pandemic but also because of the normalization of working from home. As many people search for an ideal work-life balance, it is important not to neglect the ultimate end goal, namely retirement, and even more important not to abandon the primary resource for helping to ensure a stable retirement, your 401(k).
What Are RMDs? Unlike taxable accounts, funds cannot stay in retirement accounts indefinitely. The requirement is to distribute a minimum percentage annually once you attain a certain age. The reason for these “required distributions” is to make sure that Uncle Sam gets his due. When funds are contributed to retirement accounts, it is with pre-tax …
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