by Brendan Willmann | Mar 10, 2020 | IRA, Transitioning
I’m a big fan of qualified charitable distributions (QCDs). The now permanent law allows IRA holders who are over 70 ½ to make distributions from their IRA directly to a charity. There are two primary benefits to using this strategy: The IRA owner does not...
by Brendan Willmann | Mar 10, 2020 | IRA, Roth IRA
If you are ineligible to contribute directly to a Roth IRA you may have elected to instead fund a Traditional IRA – with the intention of subsequently converting to a Roth IRA. It’s important to understand how these transactions should be reported on your tax...
Recent Comments