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 […]
Understanding Tax Management
THE RETIREES GUIDE TO UNDERSTANDING TAX MANAGEMENT As you approach retirement age, you may start to worry about how much of your hard-earned wealth will go toward paying taxes. Fortunately, there are proactive strategies you can implement to minimize the amount of taxes you owe over time and protect your wealth from erosion. This is […]
Choose Assured Concepts Groups for Your Financial Planning, Wealth & Tax Advisory Needs
Managing your finances can be a daunting task, whether you’re looking to grow your wealth, planning for your retirement, or navigate complex tax laws, we’re available to assist you. At Assured Concepts Group, we understand that every client has unique financial needs and goals, and we’re committed to providing personalized financial planning, wealth management, and […]
