12 Rules to Know – Qualified Charitable Distribution (QCD)
Today, let’s talk about Qualified Charitable Distributions. If you are charitably inclined and have an IRA, a Qualified Charitable Distribution (QCD) can be a great strategy. With a QCD, you can move IRA funds to the charity of your choice tax-free. Here are 12 QCD rules that are valuable to know. 1 – QCDs are […]
A Deep Dive into Retirement Expense Dynamics
For retirees, understanding your spending and budgeting can be tricky. They often grapple with concerns about their spending habits, questioning if they are depleting their funds too quickly and risking financial insecurity down the road. It’s a legitimate worry, as some households tend to indulge in higher spending at the outset of retirement only to […]
