What a crazy market we’ve had! Read our wrap on where we are, what’s ahead, what you can/should be doing with your investments. Do you know the most tax-advantaged way to give to charity? What follow-up steps should you take with your CPA to ensure you don’t lose the benefit on your taxes? Should you contribute to your IRA even if you can’t get a tax deduction? What’s the advantage? Read inside for a usable tip on how to ameliorate the lack of stretch-out for beneficiaries now on large IRAs. Can you benefit from the Social Security Fairness Act? Check out our 1st quarter 2025 newsletter to build your financial security.
