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In this episode, we cover Qualified Charitable Distributions (QCD) which can be a great way to reduce required minimum distributions (RMDs) and optimize the tax benefits of charitable contributions.
There's lots of talk and buzz these days on social media on how to best transfer assets to your children. In this episode, Scott Krizner covers some of the things to take into consideration with transferring assets to your children to avoid as many pitfalls and preserve your legacy to the next generation.
Scott Krizner, Andy Barlow and Eric Powell will discuss the financial events and environment with analysis and conclusions for the 3rd quarter of 2023.
Scott Krizner will detail the phase of your financial life dealing with approaching retirement and preparing assets to be benefit from investment and protect your assets and resources.
Scott Krizner will discuss the phase of life when the fruits of investing and saving can be realized, addressing healthcare, income, wise spending, and passing your legacy on to your family and community.
Scott Krizner, Andy Barlow and Eric Powell will discuss the financial events and environment with analysis and conclusions for the 2nd quarter of 2023.
