IRA

7 02, 2017

Charitable Moves You can Make with Your IRA
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Charitable Moves You can Make with Your IRA

Financial Planning, Tax Management

Charitable Moves You can Make with Your IRA

By Risley Sams, CFP® CPWA®|2020-04-27T17:19:30+00:00February 7th, 2017|Financial Planning, Tax Management|Comments Off on Charitable Moves You can Make with Your IRA

The IRA has long been viewed by the investment community as one of the best vehicles for saving for your own retirement, hence the name, Individual Retirement Account (IRA). What most people don’t know is that you can make charitable donations directly from your IRA and that it may reduce [...]

1 11, 2016

Feigning Independence as Birds of a Different Feather
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Feigning Independence as Birds of a Different Feather

Financial Planning

Feigning Independence as Birds of a Different Feather

By Risley Sams, CFP® CPWA®|2020-04-27T17:19:49+00:00November 1st, 2016|Financial Planning|Comments Off on Feigning Independence as Birds of a Different Feather

It’s the beginning of November and we can all be thankful that the election season will soon be over. While there is no shortage of turkeys on Capitol Hill this year (nor any year for that matter) one lucky turkey will traditionally be spared by the president. Regrettably, however, we [...]

IRA

Charitable Moves You can Make with Your IRA

Charitable Moves You can Make with Your IRA

Feigning Independence as Birds of a Different Feather

Feigning Independence as Birds of a Different Feather

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