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How-Tos & Things to Know

2023 Personal Finance Calendar

2023 Personal Finance Calendar

Stay up to date and organized with our 2023 Personal Finance Calendar, or download your personal calendar to check off throughout the months! 

Qualified Charitable Distributions

Qualified Charitable Distributions

What is a QCD? Should you be making one? How do they work? 

If you are 70+ and taking an RMD, you are eligible to fulfill all, or a portion of, your required minimum distribution by a direct transfer to your favorite charity. 

By using a QCD strategy, you can maximize your charitable contributions!

Required Minimum Distributions (RMDs)

Required Minimum Distributions (RMDs)

RMD stands for Required Minimum Distribution and is when the government forces you to withdrawal a certain amount out of your IRA’s at a certain age.

We want to make sure no one pays any IRS penalties so please expect to hear from us if you have an IRA, and let us know if you don’t see all your accounts in eMoney!