March 2024

Qualified Charitable Distributions and Avoiding Taxes on RMDs

The IRS is patient but not generous. They allow you to grow a pre-tax retirement account such as a 401(k), 403(b), or Traditional IRA tax-deferred until age 73. At age 73, they start forcing you to take distributions from the account in the form of Required Minimum Distributions (RMDs) which are typically taxable. This means […]

Qualified Charitable Distributions and Avoiding Taxes on RMDs Read More »

MEDIQUS: Helping Clients Align Their Investments with Their Values

A common issue arising with organizations and individuals is the rethinking of their investment strategies. Specifically, they’re asking questions like: In this case study we’ll show what happened when two clients, a medical non-profit and a single physician, approached MEDIQUS for help in addressing such questions in the same month.* The Clients Dr. Ellen Cartwright

MEDIQUS: Helping Clients Align Their Investments with Their Values Read More »