Rob Lee, CFP® CRPS®
Senior Vice President, Wealth Advisor
rlee@sovereigngrp.com
713-527-3400
Rob’s experience includes providing strategies for estate planning services, needs of for profit and not-for-profit organizations focusing on membership and fund raising as well as total wealth management for individuals and families.
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How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
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Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
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