Run The Numbers Before Donating Appreciated Assets To Charity

Are you charitably inclined? If so, you probably know that donations of long-term appreciated assets, such as stocks, have an advantage over cash donations. But in some cases, selling appreciated assets and donating the proceeds may be a better strategy. That’s because adjusted gross income (AGI) li..........

Read More
Scott Henvey
Scott Henvey

16 January, 2023

Retirement Planning, Traditional IRA

A nonworking spouse can still have an IRA

It’s often difficult for married couples to save as much as they need for retirement when one spouse doesn’t work outside the home — perhaps so that spouse can take care of children or elderly pare..........

Read More
Maurice La Verdure
Maurice La Verdure

14 July, 2020

Retirement Planning, Traditional IRA, Retirees, Investment Advisory & Wealth Mangement

Planning for a tax-efficient retirement

Read More
L&H CPAs
L&H CPAs

14 July, 2020

Traditional IRA, Retirees

Using the 4% rule to make retirement fund withdrawals

Determining how much to withdraw from a retirement nest egg annually can be stressful. As this article argues, the 4% rule can help reduce uncertainty. Retirees withdraw 4% of a portfolio in the fi..........

Read More
L&H CPAs
L&H CPAs

14 July, 2020

Taxes, Tax Reform, Traditional IRA

What to do if you’re audited by the IRS

Read More
L&H CPAs
L&H CPAs

14 July, 2020

Planning, Traditional IRA, Retirees

Take it or leave it - How to handle your 401(K) plan when you retire

Read More
L&H CPAs
L&H CPAs

14 July, 2020

Traditional IRA, Retirees

Living the dream of early retirement

Read More
L&H CPAs
L&H CPAs

14 July, 2020

Retirement Planning, Traditional IRA, Retirees

Choosing an employee retirement plan

Read More
L&H CPAs
L&H CPAs

14 July, 2020

Taxes, Estate Planning, Traditional IRA

LHCPA Post 8

What is Lorem Ipsum?

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ..........

Read More
L&H CPAs
L&H CPAs

14 July, 2020

Taxes, Estate Planning, Traditional IRA

LHCPA Post 7

What is Lorem Ipsum?

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ..........

Read More
L&H CPAs
L&H CPAs

14 July, 2020

Taxes, Estate Planning, Traditional IRA

LHCPA Post 6

What is Lorem Ipsum?

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ..........

Read More
L&H CPAs
L&H CPAs

14 July, 2020

Traditional IRA, Removing money from a qualified plan

LHCPA Post 4

What is Lorem Ipsum?

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ..........

Read More
L&H CPAs
L&H CPAs

14 July, 2020

Content not found
contact-banner2

KEEP IN TOUCH

ADDRESS

10000 North Central Expressway
Suite 710
Dallas, TX 75231

PHONE

972-421-1099

ANY QUERY?