Charitable Contributions from IRAs

Did you know that, if you are at least 70½ years old, you can make tax-free charitable donations directly from your IRA? By making what’s called a qualified charitable distribution (QCD), you can benefit your favorite charity while excluding up to $100,000 annually from gross income. These gifts, also known as “charitable IRA rollovers,” would…

July 2023 Market Recap

To download the July 2023 Market Review, click here.

Shannon Reintgen Promoted to Partner

Koss Olinger is proud to announce that Shannon Reintgen, CFP®, ChFC® has been promoted to Partner. Shannon brings over 10 years of industry experience, during which time she has been dedicated to our firm and clients’ success. Over the years, Shannon’s focus on creating an unparalleled client experience and maintaining operational excellence has bettered both…

July 2023 IAC Video Update

Quarter Two 2023 Market Review

To download the Quarter Two 2023 Market Review, click here .

Divide and Conquer? Not with your Wealth Planning

Why Both Spouses’ Participation in an Annual Advisory Review Improves the Longevity of your Family’s Legacy By Brittney Olinger, CIMA®, CDFA®, and Shannon Reintgen, CFP®, ChFC® A widow sits with their head in their hands in our office. “My spouse used to handle all this stuff,” they say, while gesturing to the piles of…

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