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Personal Planning Ideas

Put IRA Withdrawals to Good Use
It’s the time of year when many IRA owners who have delayed taking required minimum distributions (RMD) from their accounts realize they have only a short time left to make withdrawals . . . more

Get Over the Deduction Hurdle
Many taxpayers were dismayed that they weren’t able to itemize on their 2018 income tax return . . . more

Two Hidden Assets for Giving
If you want to make a significant charitable gift, and aren’t sure what to give, there may be hidden assets you own that could be used to benefit charity . . . more

The Role of Wills and Trusts in Estate Planning
A will is the traditional way for you to direct who eventually receives your property . . . more


Be sure to check this site each quarter for new planning ideas. If you would like to receive our Personal Planning Ideas by e-mail each quarter, please click here.


Summer 2019 Archive
• Figuring Your Net Worth
• Older Brides and Grooms Face Important Questions
• Reach IRA Funds Early
• Start Tax Planning Now

Spring 2019 Archive
• Spring Cleaning for Estate Plans
• Nervous About the Market’s Direction?
• Top Three Assets for Lifetime Charitable Giving
• Three Things About Wills That Aren’t True

Winter 2019 Archive
• Taxes Aren’t the Only Reason
• Planning for Your Digital Estate
• Selling Stock? Call Your Tax Advisor First
• Assets You Might Not Have Considered for Giving


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