Making a qualified charitable distribution from your IRA goes beyond just satisfying your RMD - it can also keep your Medicare premiums lower and reduce taxation of your Social Security.
Blog posts
If retirement is on the horizon, open enrollment might be your last chance to elect certain benefits that can go with you when you retire. Here’s what to know before you sign up.
Blog posts
Just inherited money and not sure what to do? A calm, plain-language checklist for what to do with inheritance money in your first 90 days, from securing documents to building a plan.
Podcasts
Our own Sarah Grace Mohr, CEO of MACKEY” talks openly about her own relationship with money on the podcast “Write Your Own Story” with Betsy Leonidas.
Blog posts
Most people leave money and value on the table simply because they never take a close look at their full benefits package. Open enrollment lasts a few days, the paperwork is dense, and it's easy to just carry over last year's choices. But a little attention here can be worth thousands of dollars a year.
