Some people like to take quizzes and if you’re one of those read on. The answers are at the end of the article, so don’t peek.

Our MEIRA clients are increasingly utilizing charitable giving by donating to charities through Qualified Charitable Distributions (QCDs) from their IRA Investment accounts (if you’d like to learn more, please let us know). In some cases, we’ve had clients who wanted assistance in identifying a charitable organization, so I developed a bit of a how-to-guide below.

Winter of 2022…it was a regular working day, where in the evening I was to meet a friend for dinner. As I was leaving for dinner, my cellphone stopped working and said SOS—little did I know it wasn’t because I didn’t have a signal!