The views in these articles are those of the author and may not be applicable to all client situations. Asset Advisors shares this information for reference purposes only.
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