Over 50 Years of Combined Experience
1801 Hermitage Blvd, Suite 170
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Month: November 2019

Consider a Charitable IRA Gift

Wondering what to do with your annual IRA Required Minimum Distribution? If you can live without the income (and taxes) that a large Required Minimum Distribution (RMD) generates, think about taking a Qualified Charitable Distribution (QCD) from your traditional Individual Retirement Account (IRA)...

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Making a Charitable Choice

What does giving to charity mean to you? Perhaps you think of dropping your change into a can at a local shop or placing a few dollars into a Salvation Army kettle during the holidays. Maybe you’ve bought Girl Scout cookies or donated clothing to a local relief organization. Opportunities for...

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1801 Hermitage Blvd, Suite 170, Tallahassee,
FL 32308

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