Qualified Charitable Distribution Tax Benefits

  Qualified Charitable Distribution tax benefits exist for you if you answer ‘Yes’ to any of the following questions: Are you over 70.5 and taking a Required Minimum Distribution from your IRA? Are you concerned about the impact of your Required Minimum Distribution on taxes when you reach 70.5? Do you make annual contributions to your favorite charities?   A Qualified …

10 Items for Your Year-End To-Do List

Can you believe it? 2009 is almost over! The older I get, the faster they go! I thought I would put together a quick note to remind you of some helpful, year-end tasks you may want to consider: 1. Rebalance investment accounts – this is something few people do but I highly recommend. This involves bringing your investment accounts back …