December 1, 2021

Retirement Planning

Ara Abrahamian, CRPC®

A qualified charitable distribution (QCD) can help reduce your RMD tax burden and keep you in a lower tax bracket.

July 15, 2021

Financial Planning

Why You Should Open a Roth IRA for Your Kids (Or Grandkids)

July 15, 2021

Financial Planning

If you’re looking to kick-start your kid’s (or grandkid’s) retirement savings, a Roth IRA offers great advantages.