Connections for Success


Wealth Transfer Strategies


Charitable IRA Rollover Eases Tax Pain of RMDs
Luke Schillo

One downside of contributing to a traditional IRA is that, once you reach age 70½, you must begin taking required minimum distributions (RMDs) — and pay taxes on those distributions — whether you need the money or not. But if you are charitably inclined, you can use a qualified charitable distribution (QCD) to avoid taxes […]


Five Good Reasons to Turn Down An Inheritance
Frank L. Washelesky

You may use a qualified disclaimer to refuse a bequest from a loved one. Doing so will cause an asset to bypass your estate and go to the next beneficiary in line. What are the reasons you would take this action? Let’s take a closer look at five reasons.


A Brief History of Estate Taxes
Frank L. Washelesky

Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. Tip: Regardless of your net worth, it is critical to understand your choices when developing an estate strategy. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when […]

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