employer plan info

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, who take the standard deduction on their tax return (as opposed to itemizing), to make charitable contributions and avoid ordinary income taxes on the entire amount (up to […]

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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 prepared by naming your beneficiaries on your 401k plan, there is still one very important issue that you need to consider. All employer sponsored plans have

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