Toledo Financial Group, Inc. updated their info in the about section.
CNBC.COM
IRS eases rules on reversing required retirement savings withdrawals
Thanks to all who have fought and died in service to this great country!
Talk to your Financial Advisor and CPA about whether or not you should take your Required Minimum Distributions this year.
MONEY.COM
Retirees Don't Have to Take Required Minimum Distributions This Year. But What If You Already Did?
Remember to tell your Accountant about any Qualified Charitable Distributions (QCD's) you made directly from your IRA to charity in 2019. They generally look like "normal" distributions on your 1099's. Your Accountant will ensure it is marked correctly on your return!
SMARTASSET.COM
All About Qualified Charitable Distributions - SmartAsset
If you earn too much to contribute to a Roth IRA, it is still possible to benefit from the tax-free distributions that Roth IRA's provide. Call your Advisor, or call 419 865-1244 for more information.
KIPLINGER.COM
How to Contribute to a Roth IRA If You Earn Too Much
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
A sincere thanks to all our veterans! We appreciate your service and sacrifice!
Toledo Financial Group, Inc. now takes appointments on their Page.
Toledo Financial Group, Inc. updated their business hours.
Toledo Financial Group, Inc. updated their info in the about section.
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EXPIRES JAN 31, 2021
Complimentary Portfolio Review
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