Addis & Hill has always talked about the importance of hiring a financial advisor that operates as a fiduciary. Why? Because a fiduciary must put a client’s interests ahead of their own. Those that sell annuities and other financial products operate under a different standard. After sixteen years of operating as a fiduciary, we might be on the verge of leveling the playing field and protecting the public from the sharks! Quick read on the topic:
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.
