Seniors can reduce their tax burden by donating to charity through their IRA

2023-06-09T06:19:47+00:00November 9th, 2022|Categories: Amazing Articles, Financial Planning, Retirement|

IRS Tax Tip 2022-171, November 8, 2022 In most cases, distributions from a traditional Individual Retirement Account are taxable in the year the account owner receives them but there are some exceptions. A qualified charitable distribution

Comments Off on Seniors can reduce their tax burden by donating to charity through their IRA

November Letter from the CEO

2022-10-07T19:30:37+00:00November 10th, 2018|Categories: Financial Planning, Letters from the CEO, Retirement|Tags: , , , , , , , , , , , |

Most of us handle the routine aspects of financial planning and the recurring payments of bills pretty well. What tends to get us in a tizzy is when we are confronted with unexpected – and

September Letter from the CEO

2022-10-07T19:30:38+00:00September 25th, 2018|Categories: Aging, Letters from the CEO, Retirement|Tags: , , , , , , , , , , , , , , , , , |

Quite by chance, I participated recently in a lively discussion about life after retirement, and more specifically, to working after retirement.  It probably will not surprise you that baby boomers see working after retirement as

Meet our May 2017 Bay Area Lunch Speaker, Susan Hoffman

2022-10-07T19:31:03+00:00April 9th, 2017|Categories: Aging, Past Events, Retirement|Tags: , , , , , , , , , , |

Join us for a thought-provoking, insightful and informative Lunch in the Bay Area! WHEN: Tuesday, May 9, 2017 from Noon to 2pm WHERE: Sterling Administration (1000 Broadway #250, Oakland, CA 94607) TOPIC: "Riding the Longevity Wave" SPEAKER: Susan