How SECURE Act 2.0 Impacts Your Financial Plan
March 16, 2023 | By James Perriello, CFP®
Recent legislation, SECURE Act 2.0, makes important rule changes related to Roth IRAs, Qualified Charitable Distributions (QCDs), and more.
Tax-Efficient Charitable Giving with QCDs
July 31, 2020 | By Joe Orff
Are you concerned about required minimum distributions (RMDs) bumping you into a higher tax bracket? If you’re among the charitably inclined, your donations could offset an RMD’s increase to your taxable income.