Don’t Lose the Tax Break for Charitable Gifts
If you’re taking Required Minimum Distributions from your IRA, and if you’re making donations to charity, then you can CUT YOUR INCOME TAXES FOR 2018!
Read MoreHow do I calculate the RMD for my IRA account?
Well, you turned 70 a little while ago, and the time has finally come. After decades of making contributions to your IRA accounts, and watching them grow in value tax-free, your financial advisor is saying that you must start taking distributions from these retirement accounts (whether you need the funds or not). Why? Because that’s […]
Read MoreInherited IRAs Need Protection
The United States Supreme Court recently decided that an “inherited IRA” was not protected under the Bankrupcy Code and could be used to pay the debts of the beneficiary of the IRA.
Read More
Contact John
30+ Years Experience.
Personal Planning.
Plain English.
Committed to simplifying your estate planning. Let's work together to achieve your
peace of mind.
John Varde, Attorney
180 North LaSalle, Suite 2650
Chicago, Illinois 60601
Get Started Today
If you’re ready to take the next step, download the free Confidential Estate Planning Questionnaire