Gift Wrap Your 2025 RMDs to Charity

RMDs

If you’ve reached the age where you must take required minimum distributions (RMDs) from your IRAs and don’t need the extra income, making qualified charitable distributions (QCDs) might be a […]

Encourage Your Child to Fund an IRA

fund an IRA retirement savings

Looking for a lasting gift for your children or grandchildren? Once they start working, teach them good savings habits by encouraging them to fund an individual retirement account (IRA). Even […]

8-Step Year-End Checklist

HARVESTING LOSSES Even in the best of times, not every investment may perform as expected. Tax-loss harvesting refers to selling a security in a taxable brokerage account that is worth […]

New Tax Law Improves QCD Benefits

Seniors who must take withdrawals from their IRAs may be able to benefit from a special tax provision for qualified charitable distributions (QCDs). Briefly stated, this provision allows people in […]