Month: January 2020

Brief Overview of Qualified Charitable Distributions (QCDs)

by Brooks Mosley, CPA  When planning your IRA withdrawal strategy, you may want to consider making charitable donations through a Qualified Charitable Distribution (QCD).  A QCD is a direct transfer of funds from your IRA custodian, payable to a qualified charity. QCDs can be counted toward satisfying your Required Minimum Distribution (RMD) for the year, if certain guidelines are met.  In addition to the benefits …

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SECURE Act Makes Changes for Retirees

by Brooks Mosley   As you probably remember, investors had a horrific month for US Stocks in December of 2018. However, a lot can change in just twelve months. So, what does 2020 hold? Unfortunately, I do not have an exact answer, but I do have some good news that is the result of a new Bi-Partisan Bill. (Yes, I did intend to write Bi-Partisan.)  On December 19, 2019, The SECURE Act was passed. This new legislation made some …

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