Latest Posts

A Smart Way to Invest

by Mike Jette on Apr 18, 2019

There is a burgeoning movement on Wall Street advancing the idea that investing in companies with a focus on creating value for others by doing things right... is a smart way to invest. One of those is the mutual fund complex Eventide.

One of Eventide’s core values is the belief investing can be more than just returns. It’s also an opportunity to invest in companies whose products and practices help make the world better.

A Tax Strategy to Get More From RMDs

by Mike Jette on Dec 5, 2018

Qualified charitable distributions (QCDs) from IRAs—Clients age 70½ or older are permitted to distribute up to $100,000, including the required minimum distribution (RMD) amount, and have it transferred directly to a qualified charity. The distribution is tax-free, although no income tax deduction is allowed. This is a great way for clients with RMDs to avoid the necessity of receiving a “taxable” distribution. 

Qualified Charitable Distribution FAQ 

What is a QCD?

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