by Phillip Kashin | Feb 8, 2024 | Financial Planning, Investing, Phillip Kashin
A Qualified Charitable Distribution (QCD) involves a transfer of funds from your IRA custodian directly to a qualified charity. Not only do QCDs count towards meeting your IRA required minimum distributions (RMDs) for the year, but they also come with distinct...
by Phillip Kashin | Dec 21, 2023 | Financial Planning, Phillip Kashin, Retirement
As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2024 retirement account savings. How different will your retirement contributions look in 2024? Let’s take a look… IRA Contribution Limits have increased by $500 for 2024. If...
by Phillip Kashin | Nov 15, 2023 | Living Life, Phillip Kashin
Last month my wife, Molly, and I had the opportunity to travel to Canada for two weeks to celebrate our one-year wedding anniversary and visit Molly’s grandparents. Our first stop was a few fun-filled days in Calgary with Molly’s maternal grandparents. Our second stop...