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Steve Coker, CFP
- 2 days ago
- 2 min
Tax Cuts Expiring
The Tax Cuts and Jobs Act (“TCJA”), originally passed in 2017, was one of the most significant tax cuts in U.S. history. It reduced...
Steve Coker, CFP
- Feb 18
- 3 min
Tax Tips: The IRA
It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April...
Steve Coker, CFP
- Jan 21
- 1 min
Updated Retirement Plan Contribution Limits 2024
The IRS has published the 2024 contribution limits for your 401k, IRA, and other retirement plans. Now is a great time to review your...
Steve Coker, CFP
- Dec 8, 2023
- 3 min
Why Dividends Matter – and Don’t
When it comes to stock investing, dividends matter – and don’t. Here is what I mean. Dividends truly matter to overall stock returns...
Steve Coker, CFP
- Nov 17, 2023
- 3 min
Qualified Charitable Donations
Qualified Charitable Distributions (“QCD”) allow eligible IRA owners aged 70.5 or older to make up to $100,000 in tax-free gifts to...