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The Role of a Financial Planner in Tax Planning

The Role of a Financial Planner in Tax Planning
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Sending IRA RMDs directly to charities

If you make regular contributions to charities each year and you are in your 70s with an IRA, our next guest says you should probably be sending your annual required minimum distributions from that IRA directly to those charities. Mike Switzer interviews Peter Pigeon, a certified financial planner with Hobbs Group Advisors in Columbia, SC. ....

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No more stretch IRA's | South Carolina Public Radio

Almost two years ago, a law with significant retirement planning implications took effect but was quickly overshadowed by COVID-19. And our next guest says that there are still many people who aren’t aware of the significant change that it made regarding beneficiaries of IRA accounts.Mike Switzer interviews Peter Pigeon, a certified financial planner with Hobbes Group Advisors in Columbia, SC. ....

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