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..........
Retirement Planning, Traditional 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..........
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..........
Taxes, Estate Planning, Traditional IRA
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Taxes, Estate Planning, Traditional IRA
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Taxes, Estate Planning, Traditional IRA
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Traditional IRA, Removing money from a qualified plan
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10000 North Central Expressway
Suite 710
Dallas, TX 75231
10000 North Central Expressway
Suite 710
Dallas TX 75231
