Posts Tagged ‘qcd’
Tax Smart Giving – Donor Advised Funds
Tax Smart Giving – Donor Advised Funds Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Donating to charity is a great way to give back to the community. An added…
Read MoreLogistics of Qualified Charitable Distributions
Logistics of Qualified Charitable Distributions (QCDs) Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® What is a Qualified Charitable Distribution (QCD)? If you are over age 70.5 and have an…
Read MoreTip of the Month | November 2022
Tip of the Month | November 2022 Year-End Deadlines Written By: Andrea Bulen, CFP® The end of the year is quickly approaching with Thanksgiving almost here. We all know how fast…
Read MoreYour Portfolio During Volatility and Inflation
Your Portfolio During Volatility and Inflation Written By: Nick Ziarek, CFP® , CFA After markets set record highs the first few days of 2022, they have been on a steady decline.…
Read MoreTip of the Month | February 2022
Qualified Charitable Distributions (QCDs) Written By: Nick Ziarek, CFP®, CFA QCD Reminder: If you wrote a check directly to a charity from your IRA in 2021, you will need to report…
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