And we are back with this part 2 blog post about the changes made in the SECURE Act 2.0. This time around, we’ll cover modifications to Roth accounts and 529
Most American workers who have at least 10 years of work history will be able to start taking Social Security benefits as soon as they reach age 62. But should
Below are some highlights of the recently passed CARES (Coronavirus Aid, Relief, Economic Security) Act that we feel are most applicable to our clients. Please understand that definitions, details, and
CARES Act, Federal Student Loan, QCD, Qualified Charitable Distribution, Recovery Rebate, Required Minimum Distribution, RMD, Small Business, Stimulus, Stimulus Package, Tax Filing, Unemployment
Blogs, Charitable Giving, financial aid, Financial Planning, Retirement, Tax
QCD stands for Qualified Charitable Distribution and can be an advantageous way to make a gift to your favorite charity. Kim Scott, CFP®, explains what a Qualified Charitable Distribution is,