Retiring in a Volatile Market: Control What You Can Douglas M. Lynch, CPA, CFA, CFP Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn’s impact on your savings will be felt now and potentially for years to Read More…
Income Tax
Qualified Charitable Distributions: A Tax-Efficient Giving Strategy
Supporting charitable organizations is a lifelong habit for many people. But once you get into retirement, there may be additional tax benefits you can take advantage of if you use a qualified charitable distribution (QCD) instead of donating by check. A QCD is a donation from your IRA account directly Read More…
