Key Takeaways RMDs Pushed Out The age to begin Required Minimum Distributions increases to 73 now and 75 starting in 2033, allowing retirees more time for tax-deferred growth. Lower Penalties for Missed RMDs The prior 50% penalty for failing to … Read More

by JACKSON KEENAN, CFP®, DIRECTOR OF FINANCIAL PLANNING As we enter the season of giving, it is important to consider how giving can benefit both your principles and your taxes. Many of our clients utilize Donor-Advised Funds, but they look … Read More

By Jackson Keenan, CFP®, Director of Financial Planning Top 5 Takeaways: What to Do with an Overfunded 529 Plan Change the Beneficiary You can switch the 529 to another eligible family member which could be siblings, cousins, even yourself. Use … Read More