A Tax-Smart Way to Give – QCD
Harnessing the Power of Qualified Charitable Distributions (QCDs) If you’re 70½ or older, Qualified Charitable Distributions (QCDs) provide a unique opportunity to fulfill your philanthropic…
Year-End Tips for Self-Directed IRA Investors
As 2024 comes to a close, self-directed IRA investors face several important deadlines that could impact their retirement savings and tax strategies. From required minimum…
IRA vs. Annuity: What’s the Real Deal?
Retirement planning is like piecing together a complex puzzle—you want the big picture to make sense and work for you. You’ve probably been caught between…
Cryptocurrency: A Guide for Savvy Investors
Cryptocurrencies such as Bitcoin, Ethereum, Dogecoin, and many others have revolutionized the investment landscape. With their potential for high returns and the innovative promise of…
Keep Away From Elder Financial Abuse
Elder Financial Abuse: How to Recognize It and Protect Yourself Financial abuse of older adults is a growing issue that deserves attention. Elder financial exploitation…
Reduced Protection for IRAs and ERISA Plans
California residents now face the reality of reduced protections for both tax-qualified plans and IRAs. As of January 1, 2025, a new California law will…
2025 Contribution Limit Updates
Maximizing Your Retirement and Health Savings: 2025 Contribution Limit Updates With 2025 upon us, it’s time to review the contribution limits for various retirement and…
