The IRS has carved out a way for individuals over 70.5 to make charitable donations up to a certain amount that are tax exempt. We define this as a Qualified Charitable Distribution (QCD). If you…
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3 Financial Mistakes Real Estate Agents Make
As a real estate agent and, by extension, a small business owner, managing finances is a critical aspect of running a successful business. Unfortunately, financial mismanagement leads to common finretancial mistakes many agents make. These…
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Questions to Ask Your Financial Advisor
If you’ve saved diligently into your company 401k plan over the course of your career and are wondering if it’s time to make the jump to retirement, this is a good time to consider working…
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Inherited assets? How to claim retirement accounts, plan for taxes, and manage Required Minimum Distributions
When someone close to us passes away, it starts an avalanche of decisions and tasks that need our attention. A lot of these decisions need to occur right away, at a time when every choice…
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Tax Benefits of Charitable Giving: How to Get Them
Top Strategies for Real Estate Agents to Receive Tax Benefits on Charitable Giving I cannot tell you if it’s the Christmas spirit or simply procrastination that leads people to make a tax-deductible gift at the…
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