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Do you give to charity each year and hold a traditional IRA? After age 70½, the IRS lets you send money from an IRA directly to a qualified charity. Learn how a qualified charitable distribution works, how it can count toward required distributions, and the paperwork it needs.
Do your charitable gifts reflect what matters most to your family? A little planning can help. Learn ways to name the causes you care about, make room for giving in the family budget, bring children and grandchildren into it, and keep the records the IRS asks for, from bank records to receipts.
As retirement approaches, taxes can become part of a bigger planning picture. Learn how asset location may affect withdrawals, income flexibility, and estate planning considerations—and why reviewing account types together can help support a more coordinated strategy.
Could a new child savings account fit into your family’s long-term planning conversation? New rules may create another way to save for a child, but every option should be viewed in context. Learn how education funding, tax considerations, and family goals may work together.
Could a fall tax check-in help reduce year-end surprises? As the year winds down, reviewing income, withholdings, and planning decisions can help create clarity before tax season. Learn how coordination now may support a more thoughtful conversation before December 31st.
Could market volatility create a planning opportunity before year-end? Tax-loss harvesting may be one tool worth understanding as part of a broader review of taxable accounts, income needs, and portfolio goals. Learn why coordination matters before making tax-related investment decisions.
