IRA Tips

July 21, 2016

IRA stands for Individual Retirement Arrangement.  IRAs can be great retirement planning tools that can also save you tax dollars.  Below are some tips so that you get the most out of your IRA contributions and the ultimate distributions from those...

Life after the passing of the Bi-Partisan Budget Act of 2015

July 14, 2016

Over the past two years, the U.S. Social Security Administration has been making changes from mailing out Social Security statements to the Bi-Partisan Budget Act of 2015. The passing of the Bi-Partisan Budget Act of 2015 includes a section to close “...

Can you make a Charitable Contribution with your IRA?

July 07, 2016

Can you make a charitable contribution with your IRA? The answer to this question is YES if you are 70 ½ and older.

Individuals 70 ½ or older have the ability to make a qualified charitable distribution up to $100,000...