Perspective Blog

Investment Perspective: Items to Consider

Items to Consider   When uncertainty abounds, our natural instinct is to do something.  We want to make a change that will improve our situation.  In investing, this inclination to act can be problematic if done based on fear rather than reason.  Below, we've listed...

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Investment Perspective: RMDs & QCDs

RMDs & QCDs (Donating Directly to Charity) The IRS requires taxpayers over age 70½ to take a Required Minimum Distribution (RMD) from their IRAs each year.  This forced IRA distribution adds ‘taxable income’ –thus increasing the amount of taxes you pay to Uncle...

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