Q: I’m starting to receive some 2022 tax documents. I’m really confused about my IRA distributions, as shown on Form 1099-R. I donated money to charity directly from my IRA […]
Money Series’ 2022-23 Season Lineup
It’s finally back. In the spirit of open-access to financial education, for all, I’m pleased to introduce the lineup for the Money Series’ 2022-23 season. Thanks to our long-time venue […]
Cybersecurity: An Ounce of Prevention
Attend the Money Series on October 12, 2022 to learn about ways to manage your financial risks in an online world. Register here. Benjamin Franklin was a wise guy. He’s […]
Bear Market Tax Moves
Attend the Money Series on September 14, 2022 to learn about ways to manage your financial risks in an online world. Register here. To paraphrase a popular bumper sticker, bear […]
Money Series Video Replay | Cost of Health Care in Retirement
Watch Andi Dolan of Traverse Benefits to learn about the financial planning challenges and various options you have to meet your health care costs during your retirement years.
Money Series Video Replay | New Tax Law, Revisited
Watch Jason P. Tank, CFA provide a review and update of the new tax law, including the SECURE Act, and learn how it affects you and your planning.
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