Tag Archives: Wealth Management

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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Less Protection for Inherited IRAs

Posted on October 8, 2014 by Camilla

They are no longer exempt from creditors and bankruptcy proceedings.  Provided by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor  A SCOTUS ruling raises eyebrows. On June 12, 2014, the Supreme Court ruled 9-0 that assets held within inherited IRAs by … Continue reading →

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