If Something Happens to You, Are Your Records Organized?
Are your records organized? If something were to happen to you, would it be easy for loved ones to take over your affairs or settle your estate? Would they know where to find all your necessary healthcare information, legal documents, passwords, and PINs? Would they...
Susan Moore,
1 month ago
3 min read
How to Make Charitable Distributions From Your IRA
Qualified Charitable Distributions (QCDs) are a tax-favored way to make charitable gifts from your IRA while gaining tax benefits that might not otherwise be available. If you are making charitable gifts without using your IRA, your gift will probably receive no tax benefit unless you...
Susan Moore,
2 months ago
3 min read