Hobbs Group Advisors Blog

Monday, November 14, 2022

Sending IRA RMDs directly to charities: Peter Pigeon SC Business Review

If you make regular contributions to charities each year and you are in your 70s with an IRA, you should probably be sending your annual required minimum distributions from that IRA directly to those charities. Check out Peter Pigeon’s interview with Mike Switzer to learn more about sending IRA RMDs directly to charities and how […]

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Sunday, November 13, 2022

New Retirement Contribution Limits for 2024

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional before making any changes to your 2024 tax strategy. You can also contact your financial professional, who may […]

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Saturday, November 12, 2022

New Retirement Contribution Limits for 2024

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional before making any changes to your 2024 tax strategy. You can also contact your financial professional, who may […]

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Tuesday, November 8, 2022

Buying a Vacation Home? 5 Questions to Consider First

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Saturday, November 5, 2022

Conquering Retirement Challenges for Women

When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1 Despite these challenges, a wise strategy can give women reasons to be hopeful. Get clear on your vision. Do […]

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Wednesday, November 2, 2022

Tax Efficiency in Retirement

Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s important to understand which types of plans will be financing your retirement. Another factor to consider is […]

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