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Income Tax Planning

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Minimizing taxes in your retirement year can be quite tricky. While many people are concerned with minimizing their taxes (who actually likes to pay more than they have to?!) and...

As a first responder in Florida, your retirement benefits under the Florida Retirement System (FRS) are vital to your long-term financial security. The FRS Pension Plan, the Deferred Retirement Option...

Qualified Charitable Distributions (QCDs) are a direct transfer of monies from your IRA custodian as funds payable to a qualified charity. QCDs may be tallied toward meeting your annual required...

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