You know, 2022 was a pretty rough year when it came to returns. And the stock and the bond market. You know, most clients, most people were down somewhere in the vicinity of about 15%, no matter what they did, no matter how they were invested. So there are those who are thinking about retirement and are wondering, should I delay my retirement because of what’s happened?
Qualified Charitable Distributions (QCDs): Maximize Your Giving While Minimizing Taxes
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.