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Website Logomobile logo
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
img src="QCD-Charitable-Donation-from-IRA-Tax-Savings-Planning-Investing.png" alt="Illustration showing a warm and inviting design with two circles intersecting in the middle. The left circle is yellow with the word
by Matt Ward
Financial Planning
inherited IRA ira QCD Qualified Charitable Distribution Required Minimum Distribution RMD tax planning
July 30, 2024
41 likes

Making a Difference with Your IRA: The Power of Qualified Charitable Distributions

Making a Difference with Your IRA: The Power of Qualified Charitable Distributions   As we journey through life, many of us look for ways to give back to the community and support the causes we c

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RMD (1)
by Matt Ward
Financial Planning
CFP CPA dallas finance Financial Advisor financial planning Fort Worth Required Minimum Distribution RMD tax
April 26, 2024
88 likes

What is a Required Minimum Distribution and when do I start taking them?

As individuals plan for retirement, understanding the intricacies of financial regulations becomes crucial. One such regulation is the Required Minimum Distribution (RMD), which outlines the minimum a

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