Maximizing Charitable Impact and Tax Benefits through IRA Distributions

Maximizing Charitable Impact and Tax Benefits through IRA Distributions

Explore how retirees can donate IRA distributions to charity tax-free, satisfy RMDs, and still claim the standard deduction. ...more

Taxes

March 15, 20244 min read

Cashing In or Cautious Planning? Navigating the IRA Inheritance Maze

Cashing In or Cautious Planning? Navigating the IRA Inheritance Maze

Discover the ins and outs of inheriting an IRA, including essential steps to take, potential tax implications, and smart strategies to maximize your inheritance. Get expert advice on managing your new... ...more

Taxes ,retirement &Estate Planning

January 27, 20243 min read

Estate Planning for the Average Joe

Estate Planning for the Average Joe

Discover the essentials of estate planning for the average Joe. Our guide simplifies the process, offering practical advice to secure your legacy without the headache. Ideal for those new to estate pl... ...more

Taxes ,Estate Planning

January 18, 20242 min read

The Tail of 2 Estates

The Tail of 2 Estates

Discover why estate planning is crucial for everyone, not just the wealthy. Learn through a compelling story the difference between having a plan and leaving it to chance. ...more

Taxes ,Estate Planning

January 09, 20242 min read

Direct Index Investing-Is it worth the trouble?

Direct Index Investing-Is it worth the trouble?

Explore the world of Direct Index Investing: Uncover its tax benefits, customization potential, and the challenges it poses. Perfect for savvy investors! ...more

Taxes ,retirement &Investing

January 06, 20242 min read

How is Social Security Taxed?

How is Social Security Taxed?

Uncover how Social Security benefits are taxed in retirement. Learn key strategies to minimize taxes and optimize your retirement income. A must-read for retirees and pre-retirees. ...more

Taxes ,retirement

January 05, 20242 min read

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Iron Bull Tax Pros

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Champaign IL 61821