Posts tagged Charitable Giving

Why Taking Your RMDs While the Market Is High Can Be a Smart Move

Learn why taking RMDs while the market is high could be a good idea if you’re taking cash.

Retirement PlanningParkshore Wealth ManagementDecember 15, 2024Required Minimum Distribution, RMD, Tax Efficiency, Reinvesting, Brokerage Account, Charitable Giving, QCD, Qualified Charitable Distribution, Market High, IRA, 401k

Year-End Tax Planning Strategies for 2020

This wild year of 2020 is almost to a close. Before you say goodbye, consider these year-end tax planning strategies to help increase your tax savings.

Tax PlanningParkshore Wealth ManagementNovember 12, 2020Estate Planning, Estate Tax, Roth Conversion, IRA, 401(k), CARES Act, Charitable Giving