Karly Holland, CFP®, CTS™ August 15, 2025 Financial Planning What Is the Widow’s Penalty? Karly Holland, CFP®, CTS™ August 15, 2025 Financial Planning Discover how to reduce the widow’s penalty through smart tax, Medicare, and Social Security planning after the death of a spouse.
Ara Abrahamian, CRPC® December 1, 2021 Retirement Planning How to Reduce RMD Taxes with a Qualified Charitable Distribution Ara Abrahamian, CRPC® December 1, 2021 Retirement Planning A qualified charitable distribution (QCD) can help reduce your RMD tax burden and keep you in a lower tax bracket.
