IRA Charitable Transfer Deadline

Last night, the Senate passed a one year extension on a number of tax items. One of them is an extension to individuals 70 1/2 years of age the ability to donate to a charity directly from an Individual Retirement Account (IRA), without triggering taxes on such a donation as a withdrawal from the IRA. […]

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Carnegie Investment Counsel - Consultation

Investing money successfully isn’t easy; if it were, then everybody would be rich! Moreover, there is no Holy Grail, or magic, risk-free formula that insures success and worry-free sleep. In short, investing involves some risk-taking, and despite what you may have been led to believe, there is no way to get around it—you can mitigate […]

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Folded cash matched to the treasury building

The Federal Reserve has now held short-term interest rates at close to zero for over six full years. Six years – that is 2,190 days, and counting! It is no wonder that finding a reasonably safe way to earn a return on cash has become one of the biggest questions on investors’ minds. In fact, […]

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University of Michigan Campus

If you have children or grandchildren and have the soaring costs of college education on your mind, you might want to consider a 529 plan as part of an overall long-term savings strategy.

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