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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Questions to Ask Your Financial Advisor
If you’ve saved diligently into your company 401k plan over the course of your career and are wondering if it’s time to make the jump to retirement, this is a good time to consider working…
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Inherited assets? How to claim retirement accounts, plan for taxes, and manage Required Minimum Distributions
When someone close to us passes away, it starts an avalanche of decisions and tasks that need our attention. A lot of these decisions need to occur right away, at a time when every choice…
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Media Highlight: 15 Smart Money Management Rules to Live By
Quantum financial planner Jordan Curnutt, CFP® is interviewed for inman.com article, “15 Smart Money Management Rules to Live By”. Click the link below to read the full article via inman.com: https://www.inman.com/2022/05/19/15-smart-money-management-rules-to-live-by/
7 Tax-Advantaged Accounts Every Real Estate Agent Needs to Consider
Quantum financial planner Jordan Curnutt, CFP® talks about 7 tax-advantaged accounts every real estate agent needs to consider. Click the link below to read the full article via inman.com: https://www.inman.com/2022/05/17/7-tax-advantaged-accounts-every-real-estate-agent-needs-to-consider/