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Main Office: 716.633.1373 | Lockport: 716.438.2190

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Category: Required Minimum Distribution (RMD)

December 11, 2024

2024 Final RMD Regulations*

*Part of our Quarterly Newsletter Feature – “Personal Financial Planning with Lisa Mrkall” During…

Financial Planning, General Business, Required Minimum Distribution (RMD), Retirement, Small Business

December 11, 2024

Qualified Charitable Distributions from an IRA Account

A qualified charitable distribution (QCD) is a nontaxable distribution made from a taxpayer’s individual…

Charitable Contributions, General Business, IRAs, Money Management, Required Minimum Distribution (RMD), Retirement, Small Business

March 7, 2024

2024 Financial Planning Tips & Trends

As we reflect back on 2023, there was no shortage of news and scenarios…

529 Plans, Charitable Contributions, College Financial Aid, Personal Financial Planning, Required Minimum Distribution (RMD), Secure Act 2.0, Small Business, Tax Planning

December 27, 2023

Year-End Tax Planning Considerations

As we approach the end of 2023, it would be a good time to…

Required Minimum Distribution (RMD), Small Business, Tax Planning, Year End Planning

June 8, 2023

Tax Changes Ahead for 2023

There are many noteworthy tax changes and updates that will impact both individual taxpayers…

1099-K, Energy Credits, General Business, IRS, Required Minimum Distribution (RMD), Small Business, Tax

March 1, 2023

The SECURE Act 2.0 – Important Highlights to Know

The Consolidated Appropriations Act, 2023, which includes the SECURE Act, 2.0 was signed into…

401(k) and 403(b) Plans, Estate Planning, Required Minimum Distribution (RMD), Retirement, Secure Act 2.0, Small Business