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It is better to give than receive, but in this case, you get both. With a QCD, you are able to give and receive a tax break.Read More
The topic of RMDs, Required Minimum Distributions, and QCDs, Qualified Charitable Distribution, are not ones that will get most people to stop what they are doing to tune in. Investors may think they have plenty of time, years maybe beforeRead More
In today's market, everywhere we turn, being bombarded with negative news, either through social media, new outlets, coworkers, or friends, is inevitable. Your first reaction may be to sell off your investments to weather this storm.Read More
"A dividend is the distribution of a company's earnings to its shareholders and is determined by the company's board of directors. Dividends are often distributed quarterly and may be paid out as cash or in the form of reinvestment in...Read More
If we could all have it our way, every time we bought an investment, it would be at the lowest price, and when we finally sell, it would be at the highest price.Read More
How can I avoid making costly mistakes when I inherit an IRA from a person who was not my spouse? Inheriting an IRA can be a financial windfall, but it’s important to understand the complex, specific rules that apply to non-spouse...Read More
Can IRAs be used to benefit a charity? IRAs can be a great source of funds to provide a benefit for a favorite charity but using these funds can create several traps that must be avoided...Read More
When do multiple beneficiaries exist? Multiple beneficiaries exist when an individual names more than one beneficiary for their IRA.Read More
Who is a spouse beneficiary? A spouse beneficiary must be married to the account owner at the time of the account owner’s death, and he or she must be named on the beneficiary form (or inherit directly through the document default provisionRead More
Will working longer increase your eventual Social Security payout? The answer is, It Depends!Read More
The invite-only workshop was attended by members of Ed Slott’s Master Elite IRA Advisor GroupSM; it provided in-depth technical training on advanced retirement account planning strategies, tax law changes and estate planning techniques.Read More