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Archive
Monthly Archives: November 2010
The Return of the Required Distribution
We all thought it would be too good to last, and it was. With 2010 came the return of the required minimum distribution, or RMD. Required Minimum Distributions (RMDs) generally are minimum amounts that a retirement plan account owner must … Continue reading
Posted in Uncategorized
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Curious Will: An Interview with Will Danoff
Fragasso Financial Advisors is fortunate to have access to many of the top investment professionals providing a level of analysis not typically found with all investment firms. Recently, we interviewed 23 year veteran Portfolio Manager Will Danoff responsible for over … Continue reading
Posted in Advisor, Financial Advisor, Financial Planning, Investing
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Charitable Gifting: Is it better to give cash or appreciated securities?
As we approach the end of the calendar year, you may find in your mailbox, e-mail inbox, or on the phone an increasing number of solicitations for charitable donations. We are fortunate to work with many charitably inclined individuals who … Continue reading
Posted in Charitable Gifting, tax
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