Whether it’s the recent destruction wrought by Canada’s Fort McMurray oil sands wildfire, a potential June “Brexit” from the European Union, or uncertainty surrounding this year’s US presidential election, there is plenty of risk to go around as we swing into another busy summer. Is investing riskier than usual these days? In our experience, probably not.
Charitably minded and holding significant assets in an IRA? If you are thinking about making a donation to charity, consider a qualified charitable distribution (QCD) from your IRA. A new law finally makes these transfers a permanent planning option.