December 1, 2021

Retirement Planning

Ara Abrahamian, CRPC®

How to Reduce RMD Taxes with a Qualified ...

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

SSA-44

Karly Holland, CFP®, CTS™

February 15, 2025

Financial Planning

Understanding Form SSA-44

Karly Holland, CFP®, CTS™

February 15, 2025

Financial Planning

If you received an IRMAA determination letter that will raise your Medicare Part B or D premium, you can submit Form SSA-44 to have the premium reviewed.