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…
