If you are thinking of hiring a (fee-only) financial advisor, be sure to read the ADV Part 2 disclosures to make sure that they are truly FEE-ONLY and can’t also sell you an insurance policy! It’s legal to do, but, may come with lots of conflicts of interests… read on.
Qualified Charitable Distributions (QCDs): Maximize Your Giving While Minimizing Taxes
September 11, 2024
Learn how Qualified Charitable Distributions (QCDs) can reduce your taxable income while supporting your favorite charities. Perfect for retirees looking to maximize their retirement savings.
