January 2020

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

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