Category Archives: Wealth Management

What to do if you inherit your spouse’s IRA

Posted on March 30, 2015 by Camilla

By Bill Bischoff Published: Mar 18, 2015 in MarketWatch  Posted by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor So you have inherited your spouse’s IRA. What you do now could have far-reaching tax implications. The one thing you cannot do is sit on … Continue reading →

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2015 Charitable Tax Guide

Posted on February 3, 2015 by Camilla

With new rules changing the tax picture for many clients, it’s a good time to review IRS regulations surrounding charitable donations.  Here’s what to keep in mind when deciding on donations in 2015. Provided by Charles D. Vaughan, CFP® Chartered Retirement Planning … Continue reading →

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