By Cheryl Ellefson, CPA, MBT, CFP® It’s a universally accepted truth: Giving brings joy to both the giver and the recipient. So, when it comes to gifting your estate to family members, why wait until you’re no longer around to reap the benefits? If you give to your children or grandchildren now, you’ll see the […]
SECURE Act – Simplified
By Todd Koch, CPA, MBT, CFP We’re here today to talk about the SECURE Act. The SECURE Act actually has some nice benefits for tax payers. One of the things it did is if you are seventy and a half after 2019, you can wait until your 72 to start your required minimum distributions. […]