December 1, 2021

Retirement Planning

Ara Abrahamian, CRPC®

A qualified charitable distribution (QCD) can help reduce your RMD tax burden and keep you in a lower tax bracket.

August 15, 2025

Financial Planning

What Is the Widow’s Penalty?

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.