The renowned John Bogle, founder of Vanguard, believes advisors add value through fee-only financial planning services such as portfolio integration, tax efficiency, retirement planning and other services designed to help people reach their financial and life goals.
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.
