Category Archives: IRA

A Year-End Guide to IRA Contributions

Now is the perfect time to make a tax-deferred contribution and give yourself the gift of financial growth!

Nov 21, 2023

Now is the perfect time to make a tax-deferred contribution and give yourself the gift of financial growth! In the realm of retirement planning, Individual Retirement Accounts (IRAs) play a crucial...

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Congress Building

Congress Makes IRA Qualified Charitable Distributions (QCD)

Qualified Charitable Distribution (QCD) of up to $100,000 can go directly to a charity without being included in taxable income.

Jan 19, 2016

Qualified Charitable Distribution – A Permanent Rule Since 2006, IRA owners who are at least 70½ years old could make a Qualified Charitable Distribution (QCD) of up to $100,000 directly from...

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IRA

Contribute to Your IRA for 2013, It’s Not Too Late!

As a reminder, taxpayers have until the filing deadline for their 2013 tax return (generally, April 15) to make an IRA contribution for last year

Mar 10, 2014

As a reminder, taxpayers have until the filing deadline for their 2013 tax return (generally, April 15) to make an IRA contribution for last year.  An IRA contribution may be a...

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