cmouchet's blog

Your IRA Could be a Great Source for Charitable Giving in Retirement

During their accumulation years, many givers earmark a portion of their cash earnings for charitable purposes.  But how should retirees think about generating income for charitable purposes when their cash flow comes from multiple income sources such as Social Security, pensions, deferred compensation plans, or Required Minimum Distributions (RMDs)?

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Your Home Equity in Retirement

A home equity line of credit could be a helpful temporary source of liquidity for extra cash needs in retirement, especially for retirees who generate most of their income from tax-deferred accounts like a 401(k) or IRA.  Here are four common scenarios where this line of credit could make sense.

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Know Your RMD Rules for IRAs in 2021

Since late 2019, two significant pieces of legislation have changed some of the rules for required minimum distributions (RMDs) for retirees and other IRA beneficiaries. If RMDs impact you, keep these key rules top of mind for 2021.

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Consider a 529 Plan to Help Cover College Costs for Grandchildren

For those looking to help cover the rising cost of higher education for their grandchildren, Chase Mouchet shares the 5 key features and benefits of the 529 Plan and why it may be a great tool to consider.

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The Perseverance Rover and Landing Your Retirement

While your retirement may not have the same price tag, mileage, or objective as the Perseverance rover mission, there are a few crucial components for a successful landing into retirement.  Here are a few to keep in mind...

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Plan Ahead to Keep Your Technology Powered

The recent severe winter weather that impacted millions of people in Texas and across the United States has reminded us of the importance of planning ahead for inclement weather and staying connected with loved ones.

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In a Down Market, Can Your Portfolio Still Support Your Charitable Giving?

making a donation on your phone

During the COVID-19 pandemic, many people want to stretch the impact of their dollars for their families while continuing to help others.  Even during a downturn, donating stock may be one way to achieve that goal and support the nonprofits that are tirelessly serving our communities during this time of urgent need.  

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