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It’s Giving Season – The Advantages of a Qualified Charitable Distribution

Investors older than age 70 1/2 who are taking required minimum distributions from their traditional IRAs can steer a portion of their distributions--up to $100,000--directly to the qualified charity of their choice, thereby satisfying the required minimum distribution (RMD) requirements.…

2020 Retirement Plan Contribution Limits

The Internal Revenue Service (IRS) announced 2020 contribution limits for retirement plans and other related items. The most noteworthy highlights of limitations that changed from 2019 to 2020 include the following: The contribution limit for employees who participate in 401(k),…

Evidence of Stocks for the Long-Run

Why do we recommend stocks for investing over the long-term? Because the evidence supports that investing in stocks has provided the best real returns (after inflation adjustments). From the Credit Suisse Global Investment Returns Yearbook 2016: