February 2019

A Tax Strategy to Get More from RMDs

Submitted by Fountain Financial Associates | Financial Advisors on February 13th, 2019

Posted by Buck Beam in the FFA Spring 2019 Newsletter

If you have reached the magic age of 70 ½ and regularly donate to charities, there may be a way for you to stretch the impact of your IRA required minimum distribution.

Changes brought about by recent tax reform make the use of Qualified Charitable Distributions, or QCDs, attractive to even more taxpayers. A QCD is a distribution from an IRA that is transferred directly to a qualified charity. The distribution is tax-free, although no income tax deduction is allowed. This is a great way for clients with RMDs to avoid the necessity of receiving a taxable distribution.

Solving the Puzzle

Submitted by Fountain Financial Associates | Financial Advisors on February 13th, 2019

Posted by Vinton Fountain in the FFA Spring 2019 Newsletter

On the morning of September 15th, 2018 hurricane Florence made landfall in the Cape Fear region. The storm ravaged our community and its citizens as the world watched mother nature prove her permanent domain. At the Fountain’s house, we were pleased that we were safe and out of harm’s way.

Spring 2019 Newsletter

Submitted by Fountain Financial Associates | Financial Advisors on February 5th, 2019

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