Part of that conversation revolved around a strategy for the couple’s Required Minimum Distributions, their RMDs, from their qualified retirement accounts. As it happens, there are ways to use what’s called a Qualified Charitable Deduction (QCD) to lower Adjusted Gross Income... Read more here.
Of the 143 million U.S. consumers whose personal information was potentially exposed in the Equifax Inc. EFX -0.91% data breach, the wealthy could face their own particular set of vulnerabilities
Estate planning is a requirement for everyone who wants to make certain that their loved ones are adequately provided for. It is essential for those individuals who wish to control the disposition of their assets after their death and minimize the tax bite imposed by both state and federal governments.
The president’s tax reform plan likely has changes to the 401(k) in its sights. Will it happen, and if it does, what would it mean for you?
As we celebrate National Grandparents Day, we are reminded how incredibly important grandparents are in their grandchildren’s lives. And, as a grandmother, I know that there is no greater joy than to experience the phenomena of being a grandparent.