A Qualified Charitable Distribution (QCD) is a tax advantaged way for Traditional, Rollover and, in some cases, Simple and SEP IRA owners age 70 ½ and older, …
[Read more...] about Qualified Charitable Distributions (QCD) as a Tax-Saving Tool
Investment Management in Plano, Texas and Beyond
A Qualified Charitable Distribution (QCD) is a tax advantaged way for Traditional, Rollover and, in some cases, Simple and SEP IRA owners age 70 ½ and older, …
[Read more...] about Qualified Charitable Distributions (QCD) as a Tax-Saving Tool
There are several reasons why rolling over your 401k into an IRA makes since. Estate planning is one of those reasons. And while you may think you have fully …
[Read more...] about Beware of Possible Estate Planning Issues Lurking in your 401(k) Plan
5928 W. Parker Rd, Suite 1100
Plano, Texas 75093
phone: 972-473-2244
fax: 972-473-7766
Eubank, Hutson & Associates is a full service firm dedicated to complete comprehensive financial planning, professional, fee-only portfolio management for individuals and businesses.