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  • Welcome
  • About Me
  • Work With Me
    • Online Classes for the Do-It-Yourselfer
    • Financial Planning Consultation
    • In-Depth Financial Planning
    • Hire Kristi to Speak
  • Blog
    • In the Media
  • Get In Touch
  • Financial Calculators

Daily Archives: December 23, 2019

charitable giving distributions

Qualified Charitable Contribution Limits – RMD or IRS?

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanDecember 23, 2019Leave a comment

Just a quick reminder for those of you aged 70 ½ and over who are also charitably inclined: There is no better way to gift from a tax standpoint than directly out of your Traditional IRA.  Why? Money that comes straight from your IRA to a 501©(3) charity never hits your income for taxes.  This…

Winter Fun on a Budget!

Fun StuffBy Kristi SullivanDecember 23, 2019Leave a comment

By now, your family has been cooped up together for a few days.  People are getting whiny and so are the kids.  You are broke from the gift giving and planning to put an extra $500/year into your 401(k) (see blog from 2 weeks ago), so you need some cheap entertainment and quickly.   Here…

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