Newsletters
2024 Q3 Newsletter:
- Transfer on Death Designation (TOD)
- Question and Answer Related to Gifting
- Per Stirpes vs Per Capita Beneficiary Designations
- New Trade Settlement Timeline
For further information click here: 2024 Q3 Newsletter
2024 Q2 Newsletter:
- How to File an Extension for Your Taxes
- Questions and Answers Related to Avoiding an Underpayment Penalty
- Reasons to Consolidate Your Investments
- How to Reduce Your Income with Qualified Charitable Distributions (QCDs)
For further information click here: 2024 Q2 Newsletter
2024 Q1 Newsletter:
- 2024 Contribution Limits
- Financial Freedom Through Roth IRA Conversion
- Utilizing 529 Plans to fund a Roth IRA
For further information click here: 2024 Q1 Newsletter
2023 Q4 Newsletter:
- 4th Quarter Dates to Remember
- Final Thoughts for 2023
- Avoid Underpayment Penalties
- The MoveIt Hack: Another Reason to Freeze Your Credit
For further information click here: 2023 Q4 Newsletter