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Navigating Qualified Charitable Distributions

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Navigating Qualified Charitable Distributions

What is a qualified charitable distribution? A QCD is a distribution from an IRA that goes directly to a qualifying charity and is not included in the taxable income of the IRA owner.

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Determining Tax on Roth IRA Distributions

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Determining Tax on Roth IRA Distributions

What are the ordering rules? Roth IRA distributions can consist of contributions, converted funds and earnings – or any combination of the three.

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To Convert or NOT To Convert

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To Convert or NOT To Convert

What is a Roth IRA conversion? A Roth IRA conversion is the process of moving IRA or employer plan assets to a Roth IRA.

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How to Make Charitable Giving Part of Your Financial Plan

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How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

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6 Ways Chessman Wealth Adds Value for CPAS

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6 Ways Chessman Wealth Adds Value for CPAS

Download our guide to see how we can help you!

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What You Need to Know When Choosing the Right Trustee

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What You Need to Know When Choosing the Right Trustee

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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Teaching Kids about Money from Childhood Through Adulthood

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Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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Guidance for Homeowners During an Economic Downturn

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Guidance for Homeowners During an Economic Downturn

Download Guidance for Homeowners During an Economic Downturn

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