The Consolidated Appropriations Act of 2016 includes an important provision for charitably-inclined IRA owners. The legislation that passed as 2015 drew to a close makes permanent the Qualified Charitable Distributions (QCDs) from individual retirement accounts.
BWM Holiday Tradition - 2019 Edition
Submitted by Bernhardt Wealth Management on January 8th, 2020The Holidays are a time of tradition and giving. For 17 consecutive years, we have offered to make contributions to charities in honor of our clients instead of sending gift baskets during the Holiday Season.