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Insights

Recommended Research and Articles

BAM Insights

Meet Mike Insogna

The COVID-19 pandemic has certainly brought about a lot of change in our world. Each of us has in one way or another been impacted by the economic and public health restrictions that were put in place beginning in March of 2020 to ensure that we make it through this thing ok. Along the way, we have all learned the values of adaptability, grit, and determination to maintain our ways of life, of working, of maintaining family and friends.

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Five Year-End Moves

2020 will be a year to remember for decades to come-- and we still have a few weeks to go. Still, it’s not too soon to start thinking about what this year will mean in terms of your tax situation. To that end, I’ve put together five tax planning suggestions for your consideration.

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Qualified Charitable Distributions

Charitable giving is an important part of many of our lives. As one ages, there are different strategies to consider with regards to methods and timing of giving. One of the best ways to give to charities is directly from IRA’s as a Qualified Charitable Distribution.

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