Mar 25

Book Review: Your Complete Guide to a Successful & Secure Retirement, Larry E. Swedroe & Kevin Grogan

By Steven Smith | Peak Thoughts , Uncategorized

One of the great influences in my practice has been Larry Swedroe. (Another, of course, was the late John Bogle). Fifteen years ago, I started this practice by giving away copies of one of Larry’s first books, The Successful Investor Today, 14 Simple Truths You Must Know When You Invest (St. Martin’s Press 2003). (I […]

Continue reading
Nov 16

The IRA Charitable Rollover – Laserlike Tool for the Seasoned Philanthropist

By Steven Smith | Peak Thoughts , Philanthropy , Tax Planning , Uncategorized

‘Tis the season…for charitable giving. In our last post, we discussed the basics of the new tax law, its possible effects on charitable donations and the concept of “bunching” and a Donor Advised Fund as a workaround. Today we address the IRA charitable rollover – or, more technically, the qualified charitable distribution (QCD). IRA Goes […]

Continue reading
1 2 3 9