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.…

Naming a Beneficiary on Your Retirement Accounts Can Help Defer Taxes Over Your Heir’s Lifetime.

Using Retirement Assets for Estate Planning - Naming a beneficiary on your retirement accounts can help defer taxes over your heir’s lifetime. A tax deferred is a tax not paid – Phil DeMuth The “stretch” provision for IRAs and Inherited…