by Joni Lindquist | Oct 26, 2016 | Financial Planning, Investments
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...
by Jamie Bosse | Mar 26, 2014 | Financial Planning, Retirement Planning
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...