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Eubank, Hutson & Associates

Investment Management in Plano, Texas and Beyond

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Jerod Brockelman, CFP® / June 2, 2020

Qualified Charitable Distributions (QCD) as a Tax-Saving Tool

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, …

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Keith Hutson / June 2, 2020

Medicare Cost Information

Below is a list of medicare premiums, deductibles and cost-sharing amounts for 2020: Part A Premiums $0/month if you or your spouse have more than 40 …

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Jerod Brockelman, CFP® / June 12, 2018

Beware of Possible Estate Planning Issues Lurking in your 401(k) Plan

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

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  • Qualified Charitable Distributions (QCD) as a Tax-Saving Tool
  • Medicare Cost Information
  • Beware of Possible Estate Planning Issues Lurking in your 401(k) Plan
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5928 W. Parker Rd, Suite 1100
Plano, Texas 75093

phone: 972-473-2244
fax: 972-473-7766

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Eubank, Hutson & Associates is a full service firm dedicated to complete comprehensive financial planning, professional, fee-only portfolio management for individuals and businesses.

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