December is a busy time of year preparing for the holidays and new year, but don’t let the chaos distract you from your financial to-dos. From a Roth conversion and qualified charitable contributions (QCD) to taking your required minimum distribution (RMD), there are many important financial moves to consider before year-end. To make this end-of-year planning a little easier, we have a ...

It’s the charitable season which means you may be getting ready to donate to your favorite charity or nonprofit. Since new tax laws were implemented in 2017, you may want to reconsider how you make your donation (if you haven’t already). 

A qualified charitable distribution, or a QCD, is a distribution from an IRA that goes directly to a qualifying charity and is not included ...