February 2020 Benchmark Bulletin

Qualified Charitable Distributions: Using Your IRA to Give from the Heart

QCDs satisfy all or part of any RMDs that you would otherwise have to take from your IRA. Better yet, QCDs are excluded from your income.

The SECURE Act Offers New Opportunities for Individuals and Businesses

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is major legislation that was passed by Congress as part of a larger spending bill and signed into law by the president in December. Here are a few provisions that may affect you.

Key Retirement and Tax Numbers for 2020

BHere are a few key cost-of-living adjustments announced by the IRS for 2020.

Should I sign up for an identity theft protection service?

If you want an extra layer of protection, an identity theft protection service is a good option.

Protecting Yourself Against Identity Theft

There are steps you can take to protect yourself against identity theft.