Be Generous With Your IRA Withdrawals

Be Generous With Your IRA Withdrawals

We are not tax advisors, but over the past few months a clear trend has developed during our conversations with clients and income tax professionals – The new higher standard deductions have made charitable contributions less beneficial and often non-deductible.In...
Take advantage of the current market volatility

Take advantage of the current market volatility

Despite the stock market’s decline this year this is not the time to panic. Instead, take advantage of the markets. Here are a few thoughts that may be beneficial.Convert all or a portion of your traditional IRA to a Roth IRA.IRA’s grow tax deferred, where Roth IRAs...
The Real Cost Of Owning A Mutual Fund

The Real Cost Of Owning A Mutual Fund

Thank you to my friend Randy Gipson who sent me this article from Forbes, Inc. I am reposting this as I think it provides excellent insight into the real costs of using funds versus utilizing individual stocks and bonds and it illustrates some of the many reasons we...