About to Retire? Watch Your Stock Exposure. There are a lot of people thinking of retiring now because the bull market has boosted their 401(k)s. But they may need to re-evaluate their allocations. And quickly. This article from The Wall Street Journal tells you why.
The Qualified Charitable Distribution- Tax Savings for Non-Itemizers. Many of our clients are taking advantage of Qualified Charitable Distributions (QCDs). This article from the American Red Cross details their usefulness and rules for IRA owners over 70 1/2.
Why You Should Consider Freezing Your Credit Reports