Charitable Giving

Ep 085: Tax Planning Tips for the End of 2018

Tax planning tips for the end of 2018
- Tax law changes and what you need to know
- Creative tax planning through charitable giving: The Donor Advised Fund
- Exercising your options in retirement planning: The Roth Conversion
- Tips to taking your Required Minimum Distribution (RMD)
- Did you receive a bonus this year?

Ep 078: RMD’s: The Benefits and Consequences to Early Planning

RMD’s: The benefits and consequences to early planning
- How much, and when should you withdrawal?
- Be aware: Penalties, taxes and deadlines
- RMD strategies while you’re still working
- Donating your distribution
- Spousal or non-spousal inheritance advice
- Annuities and the relationship to your traditional IRA and 401k