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RMD
Older couple reviewing their Med Supp paperwork and calculations

Federal law changes 2020 RMD requirement

New CARES Act eliminates 2020 requirement for individuals 70 and a half years of age to take a Required Minimum Distribution from their retirement accounts
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Will the SECURE Act affect your charitable giving in 2020? Find out.

How did the SECURE Act change charitable giving?

What changed and what stays the same with Charitable Giving under the SECURE Act of 2020.
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Tax decisions need to be made by Dec. 31st.

Donors should do these things before Dec. 31

Important tax-planning decisions depend on the actions you take before the end of 2019. That’s because Dec. 31 is the deadline for implementing certain strategies that may help.
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John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Most Frequent Questions About Retirement: When do I have to take an RMD?

It’s not surprising that people across the life spectrum tend to have the same concerns. When I sit down with folks to talk about their finances, they often ask the same questions. Here are some of the most frequent questions I hear and how I answer them.
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A QCD is a great way to transfer funds tax-free to charity

Use this creative alternative to increase your charity and gain potential tax advantages

Life-changing tax reforms have come, and it’s time to use them to the advantage of yourself and your favorite charity.
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