Qualified Charitable Distributions - SECURE Act changes

In this video I’m going to address the topic of qualified charitable distributions, explain how they work and the reasons why some retirees leverage them to improve their retirement outcome. If you have any further questions about charitable qualified distributions or your specific situation, feel free to contact us so we can provide the information you need.



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Are your 401(k) costs going up?

As if things weren’t hard enough, this headline caught my eye the other day. As 401K Assets Fall, Investors Could Pay Higher Fees. Here’s some background: As part of the CARES act, 401(k) participants