by Matt Gazaway CFP (TM) | Apr 29, 2024 | All Posts
Are you leaving your job and considering whether to take a distribution from your 401(k), 403(b), or governmental 457(b) plan? if so, make sure you’ve considered all your options. In general, you have the following four options when you’re eligible to...
by Matt Gazaway CFP (TM) | Apr 8, 2024 | All Posts
If you’re in search of a way to reduce your tax bill and give back to the community, a donor advised fund may be worth considering. Also known as a DAF, a donor advised fund is a charitable investment strategy you can use to support charities that are important to...
by Matt Gazaway CFP (TM) | Apr 1, 2024 | All Posts
When it comes to financial accounts like the IRA, details are everything. Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed. These are the...
