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
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 …
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.