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What’s in the Secure Act? Financial advisor Cary Stamp addresses the four primary ways the recently passed Secure Act will affect individuals and families, most notably on Individual Retirement Accounts (IRAs) and 529 Education Plans. SCHEDULE A CONSULTATION: TRANSCRIPT: What’s in the Secure Act? I’m Cary Stamp. This is a principled wealth…
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Leading financial advisor Cary Stamp, CFP® discusses the tax efficiency benefits of Donor Advised Fund bunching deductions. SCHEDULE A CONSULTATION: TRANSCRIPT: Today I’d like to talk about how we can make the world a better place, and get some tax deductions all at the same time. And it’s by using a strategy that…
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The Importance of Using Roth IRA Conversions to Reduce Required Minimum Distributions (RMDs) On April 1st of the year following attainment of age 70 ½, you are required to start taking distributions from most traditional retirement accounts. You can always withdraw more, however you cannot remove less then the Required Minimum Distribution (RMD). The IRS…
Read MoreAs we prepare for tax season, it is a good idea to start thinking about how we can structure our finances, investments and charitable planning to give us a better outcome a year from now. The following are a few ideas we are discussing with our clients; Bunch your charitable giving. With a standard…
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