Qualified Charitable Distributions (QCDs) are a great way to reduce tax liability for those who are charitably inclined. Qualified Charitable Distributions are distributions from an IRA that are donated directly to a qualified charity. The account holder must be over age 70 ½ and the distribution … [Read more...]
Is a Donor Advised Fund Right for You?
Donor Advised Funds (DAFs) are a great tax planning tool for those who are charitably inclined. They are especially compelling when you have highly appreciated stock in a brokerage account or if your income is significantly higher than usual in any given year. Understanding the Tax … [Read more...]
December 2020 Financial Planning Newsletter
Our December 2020 financial planning newsletter is now available. It includes year-end financial planning tips from Lead Planner Patty Priddy. What a year 2020 has been! For most people, it is one for the books, or in the infamous words of Mr. Miyagi in Karate Kid, it is a year we want to “Wax … [Read more...]
Coronavirus Financial Planning Updates
The tax filing and payment deadline for your 2019 taxes has been extended to July 15. It may still make sense to file your 2019 taxes sooner if it enhances your ability to qualify for the direct payment or receive it via direct deposit. Estimated tax payments due on April 15 for 2020 are also … [Read more...]
- « Previous Page
- 1
- …
- 4
- 5
- 6
- 7
- 8
- …
- 24
- Next Page »