Required Minimum Distributions

New Tax Tools for Giving: IRA Charity Rollover Gift Annuity

By: Cooper Melvin, CPA, JD In late 2022, Congress authorized a new tool to lower Required Minimum Distributions (“RMDs”) and increase charitable giving. Effective as of now, taxpayers over age

Top Year-End Tax Planning Tip #3: Retirement Planning in Light of the SECURE and CARES Acts

2020 presents unique opportunities for tax planning with regards to your retirement accounts. The SECURE Act and CARES Act, both enacted

New Tax Tools for Giving: IRA Charity Rollover Gift Annuity

New Tax Tools for Giving: IRA Charity Rollover Gift Annuity

Top Year-End Tax Planning Tip #3: Retirement Planning in Light of the SECURE and CARES Acts

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