Protect Yourself from Tax Season Scams

Friday, 03 March 2023

presented by Rich LeBranti

Protect Yourself from Tax Season Scams

During tax season, while many of us are busy gathering documents and meeting with our CPAs, scammers are also busy finding ways to gain access to our personal information.  Here are some popular scams and how to avoid them.

Caring for an Aging Parent

Wednesday, 08 February 2023

presented by Alison Wilcox

Caring for an Aging Parent

Caring for aging parents can be a difficult planning aspect to balance. If you are among the “sandwich generation,” you may be trying to support your aging parents as well as your own children. Today, individuals are living longer than before, so it is better to be prepared.

Can I Avoid Taxes Altogether on my IRA Withdrawal?

Thursday, 16 February 2023

by Dennis Doble with contributions from Michael Gurney and Alison Wilcox

Can I Avoid Taxes Altogether on my IRA Withdrawal?

Giving your RMD to charity can have favorable tax consequences. If you have retirement accounts and are over age 72, you are subject to annual Required Minimum Distributions (RMDs), essentially required withdrawals from your IRAs and other tax-deferred accounts. These RMDs are taxed as income, and depending upon your circumstances, may even push you into a higher tax bracket. If you are someone who donates to charity, a Qualified Charitable Distribution (QCD) might be a good option to both minimize current income for tax purposes, as well as maximize the amount of your charitable donation.

10 Book Ideas from Capital's Investment Team

Wednesday, 08 February 2023

presented by Doble LeBranti Financial Group

10 Book Ideas from Capital's Investment Team

Stephen King once said: “Books are a uniquely portable magic.”

Many of our readers must agree because we’ve received numerous requests to publish a list of favorite books selected by Capital Group investment professionals during our monthly webinars.  So, here you have it, 10 titles borrowed directly from the bookshelves of our portfolio managers, analysts and economists.

Be sure to scroll to the bottom for a few recommendations from Dennis and Rich!

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