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.

Ara Abrahamian, CRPC®

July 17, 2023

Education Planning

New Rules for Rolling Over 529 Plans to Roth IRAs Starting in 2024

Ara Abrahamian, CRPC®

July 17, 2023

Education Planning

In this blog post, we explore this upcoming change for 529 account owners.