Qualified Charitable Distributions
A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only
Navigating Your Required Minimum Distribution
Understand the IRS’s calculations and tables. As much as you would like to, you can’t keep your money in your retirement account forever. These investment vehicles include 401(k)s, IRAs, and similar retirement accounts.1 Under
2020 IRA Deadlines Are Approaching
Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline to take
1099 Forms
Explaining the many types of 1099 forms and their uses. What is a 1099 form? This is a record of payment from an individual or entity, showing a payment, generated for your records. The
2020 Market Review
What can we say about 2020? This was a year that many would be glad to never re-live. As Christians, it is precisely years like this that make us grateful to have our confidence and
Interest Rates and Your Mortgage
With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your
Managing Money as a Couple
When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so
Year-End Estate Strategies
What you need to know to get ready for the end of the year. With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you
Election 2020
Preparing for Any Outcome. As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to