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Posts tagged Required Minimum Distributions
Taxes, Giving, and How to Make Uncle Sam a Little Less Expensive
Taxes, Giving, and How to Make Uncle Sam a Little Less Expensive

  • Giving directly from an IRA to a qualified charity may be more tax efficient than donating after receiving the funds personally.

  • A QCD can help charitably inclined retirees satisfy RMD requirements while reducing taxable income.

  • Thoughtful planning can align charitable goals, retirement income, tax strategy, and even Medicare premium considerations.

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Blog, Personal Finance, Tax PlanningMarcelle Kako, CFP®Required Minimum Distributions, QCD
SECURE Act Signed Into Law – What you need to know
SECURE Act Signed Into Law – What you need to know

The biggest change to retirement savings rules in over a decade is signed into law as part of a government funding legislation put into effect in 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act will impact anyone with a 401K or IRA account.

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Blog, General, Personal FinanceChris Jaccard, CFP®, CFAFinancial Alternativesretirement planning, retirement action steps, Required Minimum Distributions