Current Articles

retirement plan on clip board on desk

Retirement Plan Collaboration for Your Business Client

So many business owners don’t have a retirement plan in place or their third-party administrator is doing less and charging more than they’d hoped. We do company retirement plans! If you have a business in need of a retirement plan, let us help.  We can work in collaboration with you to design a plan that...

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woman holding simple ira sign

Unveiling the 2024 SIMPLE IRA Changes

As we step into 2024, we have some changes in the realm of SIMPLE IRAs. These changes demand attention, especially for CPAs seeking to guide their clients through the details of retirement savings. Here are the key facts of the SIMPLE IRA changes for 2024.   Understanding the Basics: Contribution Limit Updates Age 2023 2024...

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Charitable Gift Annuity

Using QCD’s to fund a Charitable Gift Annuity

Are you considering making a gift to a charity or perhaps your Alma Mater? Consider using pre-tax IRA dollars and perhaps a Charitable Gift Annuity. If you are 70 ½ or older, you can make a Qualified Charitable Distribution or QCD straight from your IRA. This distribution counts toward your required minimum distribution but is...

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