Good News if You are Charitable!

Good news if you are charitable…. Qualified charitable distributions are renewed-PERMANENTLY! No more annual “wait and see” and scrambling to get things done. QCDs expired once again at the end of 2014, but the new tax law, “Protecting Americans from Tax Hikes Act of 2015” makes them-effective retroactively for 2015 and beyond. QCDs allow individuals…

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RMDs, Dividends, and Taxes, Oh My!

  RMDs, Dividends, and Taxes, Oh My! Just like Dorothy was afraid of lions, tigers, and bears in the Wizard of Oz, many retirees (especially those of higher net worth) are most concerned or “afraid” of how to minimize their tax obligations in retirement.  It’s not about how much you make in retirement, but how much you…

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