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Pete Connolly
CA. #OD19196
Federal Focused Retirement Advisor
Pete@TheConnollyRetirementGroup.com
Phone: 702-462-9696
Phone: 808-799-0007
Fax: 888-567-9588
|
Pete Connolly
CA. #OD19196
Federal Focused Retirement Advisor
Pete@TheConnollyRetirementGroup.com
Phone: 702-462-9696
Phone: 808-799-0007
Fax: 888-567-9588
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How Long Will Your Funds Last?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate the future value of your current savings.