Clicky

IRA Qualified Charitable Distributions Now Permanent

By Joni Lindquist For years, the rules allowing for a tax-free Qualified Charitable Distributions (QCD) directly from an IRA to a charity has been part of Congress’s year-end tax extenders.  This created a scramble for people who wanted to use the QCD but did not know...

What Do I Need to Know about RMDs?

By Jamie Bosse Required Minimum Distributions (RMDs) are the amount that the federal government requires you to withdrawal annually from traditional IRAs and employer-sponsored retirement plans after you turn 701/2.  You can always withdrawal more than the minimum...