Financial News
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…
Read MoreJuly 2023 Market Recap
To download the July 2023 Market Review, click here.
Read MoreShannon 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…
Read MoreJuly 2023 IAC Video Update
Quarter Two 2023 Market Review
To download the Quarter Two 2023 Market Review, click here .
Read MoreDivide 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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