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The term "distributions" refers to money withdrawn from a retirement plan.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: , , |Comments Off on When It’s Time to Take Money Out of Retirement Plans

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 |2020-01-06T19:23:51-05:00July 30th, 2018|Categories: Blog, Estate & Trust, Megan McManus, Tax|Tags: , , , |Comments Off on Tax Strategies Behind Donating Appreciated Investments