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TEG Retirement & Advisory Services- Tax Benefits of Making a QCD

Benefits of a QCD TEG Retirement & Advisory Services- Tax Benefits of Making a QCD

At the end of 2015, Congress permanently extended the rule allowing taxpayers to exclude from taxable income certain individual retirement account (IRA) distributions made directly to a qualified charity. Otherwise known as qualified charitable distributions, or QCDs, such transfers can provide individuals who were already […]

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TEG Retirement & Advisory Services- Retirement Plan Rollover Options for Non-Spouse Beneficiaries

Rollover Options TEG Retirement & Advisory Services- Retirement Plan Rollover Options for Non-Spouse Beneficiaries

If you participate in an employer-sponsored qualified retirement plan, such as a defined benefit plan, 401(k) plan, employee stock ownership plan (ESOP), 403(b) plan, or 457(b) plan, you may have chosen a beneficiary to receive your account balance in the event of your death. If […]

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