7 Reasons Why All Investors Over Age 70 1/2 Should Consider a Qualified Charitable Distribution

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Our observation is that many people are very generous with the donations they make.  It sure helps that there is likely a tax deduction for this, no question.  Many people are accustomed to donating cash, writing a check to the… Continue Reading: 7 Reasons Why All Investors Over Age 70 1/2 Should Consider a Qualified Charitable Distribution

3 Reasons Affluent Connecticut Residents Should Consider a Roth Conversion

  Affluent folks in Connecticut should consider doing a Roth Conversion.  What is a Roth Conversion? This is when a distribution is made from an IRA, taxed and then converted into a Roth IRA. Here are Five Reasons the Affluent Should Do a Roth Conversion. 1) Reduce Your Taxable Estate   When you do a… Continue Reading: 3 Reasons Affluent Connecticut Residents Should Consider a Roth Conversion