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Plan for the Potential IRA-to-Charity Provision Extension

In Wealth by Greg Boots

Are you planning for the potential IRA to charity provision extension? If you are 70.5 or over, have not taken all or any of your 2015 required minimum distribution (RMD) from your IRA, and plan to but have not yet made a significant charitable contribution, here is a tip that could save some tax dollars.

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Planning Your IRA Withdrawal?

In Wealth by Greg Boots

Advance planning can, in many cases, minimize or even avoid taxes on a IRA Withdrawal and other qualified plan distributions. When contemplating future retirement and when to begin tapping taxable IRA and other qualified retirement accounts, taxpayers need to consider a number of important issues.