Over the past few years, a handful of changes have been made to the IRS-mandated required minimum distribution (RMD) rules. For those uninformed, they run the risk of being out of compliance with the IRS….
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Your 2024 Medicare Enrollment Window
If you turn 65 in 2024, it is imperative that you sign up for 2024 Medicare enrollment during your designated registration window to avoid penalties when receiving Medicare benefits later on. However, the signup window…
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How Does a Credit Freeze Work?
Credit freezes have become an essential tool in safeguarding your identity and protecting yourself from fraudsters. Unlike credit monitoring services, which are reactive, a credit freeze takes a proactive approach to prevent fraudulent applications for…
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Using Qualified Charitable Distribution (QCDs) to Maximize Charitable Donations
The IRS has carved out a way for individuals over 70.5 to make charitable donations up to a certain amount that are tax exempt. We define this as a Qualified Charitable Distribution (QCD). If you…
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How Inflation Affects Retirement Investments
Spokane Journal of Business interviewed Quantum financial planner Eric Christiansen, CFP® on the effects inflation has on retirement investments. Click the link below to read the full article via spokanejournal.com: https://www.spokanejournal.com/up-close/concerns-about-inflation-are-well-inflated-advisers-say/