Tag: 403(b)

We Want to Draft Your Legacy

What Kind of Trust Is Right for You?

September 23, 2021
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
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What Qualifies as a Qualified Charitable Distribution?

April 13, 2021
Qualified Charitable Distributions, which allow Individual Retirement Account holders in their 70s and older to divert some of their federally taxable required distributions to charity while reducing their federally taxable income, are back after a 2020 hiatus.
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