Breaking Down the Benefits of Qualified Charitable Distributions Charitable giving is a popular tax-saving tactic we explore when evaluating ways to limit our clients’ tax liabilities in retirement. One of our favorite tax-saving tools related to charitable giving is the qualified charitable distribution. What is a Qualified Charitable Distribution? A qualified charitable distribution (QCD) is an IRA distribution
Market Update— Quarter Ending September 30, 2023 Presented by Bruce Hosler — Market highlights Equity markets fell for the second consecutive month in September, causing all three major U.S. indices to end the month and quarter in the red. Rising rates and concerns of a potential month-end government shutdown weighed on equities. While consumer confidence fell in September, spending has
Breaking Down the Basics of Estate Planning You’ve worked hard to build your wealth but as the old saying goes, “You can’t take it with you.” What do you want your wealth and assets to do after you’re gone? This is the question you answer through the estate planning process — a critical component to everyone’s financial and retirement
7 Common Estate Planning Mistakes & How to Avoid Them Estate planning is a critical component of a comprehensive financial plan. Anyone can easily misunderstand its complexities and nuances, leading to costly mistakes if not done the right way. Let’s explore seven common mistakes people often make with estate planning and how you can avoid them. Failing to