reference Archives

December 15, 2024

Published by Brad Horn on December 15, 2024

Categories

Financial Planning

The Path for Roth IRA Conversions

Roth IRA Conversions Introduction Roth IRA conversions are a powerful tool for tax and retirement planning. A Roth IRA conversion is a financial strategy that allows individuals to move funds from a standard retirement account, such as a Traditional IRA or 401(k), into a Roth IRA. The conversion can have […]

December 3, 2024

Published by Brad Horn on December 3, 2024

Categories

Financial Planning

Download – Important Numbers 2025

2025 Important Planning Numbers Download There are lots of important numbers that we work with in financial, tax, and retirement planning. At the same time, there are many core numbers our clients ask us about and need to keep in mind. In some cases, those numbers change each year. Other […]

August 14, 2023

Published by Brad Horn on August 14, 2023

Categories

Financial Planning

How to Make a Qualified Charitable Distribution (QCD) from an IRA

How to Make a Qualified Charitable Distribution from an IRA Introduction to QCDs A qualified charitable distribution (QCD) is an allocation from an individual retirement account (IRA) to a qualifying charity. Internal Revenue Code Section 408(d)(8) contains the guidelines for doing a QCD. This article summarizes the rules in simple […]

November 19, 2021

Published by Brad Horn on November 19, 2021

Categories

Financial Planning

Important Planning Numbers 2022

2022 Important Planning Numbers Download There are lots of important planning numbers that we work with. At the same time, there are many core numbers our clients ask us about and need to keep in mind. In some cases, those numbers change each year. Other times, the figures do not […]

May 5, 2021

Published by Brad Horn on May 5, 2021

Categories

Financial Planning

Important Planning Numbers 2021

2021 Important Planning Numbers Download There are lots of important planning numbers that that we work. Our Clients also have important planning numbers they to keep in mind. In some cases, those numbers change each year. Other times, the figures do not change, but are still used frequently. Given the […]

April 30, 2021

Published by Brad Horn on April 30, 2021

Categories

Financial Planning

Important Planning Milestones 2021

Important Planning Milestones 2021 Download Important Planning Milestones 2021 is a list of key milestone dates that advisors and clients need to keep in mind. Retirement benefit maximization and eligibility requirements often depend on a client’s year of birth or other life-cycle milestones and circumstances. Important milestones are not always […]