When It’s Time to Take Money Out of Retirement Plans

The term "distributions" refers to money withdrawn from a retirement plan. Generally, traditional IRA and 401(k) account holders are eligible to take penalty-free distributions at age 59 1/2, but the IRS doesn't require distributions until you turn 70 1/2. [...]

By |2019-03-11T15:34:19-04:00August 28th, 2018|Categories: Blog, Estate & Trust, Tax|Tags: , , |0 Comments

Tax Strategies Behind Donating Appreciated Investments 

With the new tax laws and the market doing especially well the past couple of years, donating appreciated investments provides a great way to support a cause close to your hearts with the bonus of some nice tax advantages. A [...]

By |2018-08-01T19:30:27-04:00July 30th, 2018|Categories: Blog, Estate & Trust, Megan McManus, Tax|Tags: , , , |0 Comments