Examining Qualifying Longevity Annuity Contracts in 5 Easy Steps What is a QLAC (Qualifying Longevity Annuity Contract)? A QLAC is a type of fixed income annuity that has special attributes and is held in a retirement account. 1. RMD (required minimum distribution) exclusion. The fair market … Read more about Examining Qualifying Longevity Annuity Contracts in 5 Easy Steps

Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps Can IRAs be used to benefit a charity? IRAs can be a great source of funds to provide a benefit for a favorite charity, but using these funds can create a number of traps that must be avoided in order to maximize benefits to both the … Read more about Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps

Tax Planning Considerations Before Year-End As the year winds down, it’s important to review your finances and consider strategies that can help you reduce taxes, support your long-term goals, and make the most of current opportunities. Four areas that are worth taking a closer look at before … Read more about Tax Planning Considerations Before Year-End

Are You Leaving Your Employer? You Have Six Options For Your Employer Plan Retirement Funds Thinking about leaving your employer comes with more than just updating your resume and saying goodbye to colleagues— it also means making important financial decisions. Once of the biggest questions many … Read more about Six Options For Your Employer Plan Retirement Funds

OBBBA 2025: One Big Beautiful Bill Act of 2025 As part of a broader initiative to modernize and strengthen economic development tools, lawmakers have introduced the One Big Beautiful Bill Act (OBBBA)— a legislative proposal aimed at refining and expanding programs that drive long-term investment in … Read more about One Big Beautiful Bill Act of 2025