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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What You Need to Know About 2022 RMDs
The IRS-mandated required minimum distribution (RMD) had been a fixed constant for many years, going into effect at age 70.5, until the fine print of the rule changed in 2019. Upon the passing of the…
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Media Highlight: Breaking Down the New Washington Cares Fund
Should you pay Washington’s new long-term care tax or find a private insurer? Our managing partner and financial planner Eric Christiansen weighed in on KXLY. Click the link below to view the full article on…
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