Our Meridian Points newsletter comes straight from our President and Founder, Tom Coulter, who has worked extensively in retirement planning, taxation, estate and financial planning and investment management.
QUALIFIED CHARITABLE DISTRIBUTIONS (QCDS)
Retirement-age Americans give more to charity every year. Learn how QCDs can serve as a tax-effective way for IRA owners over 70 1/2 to give back and satisfy their RMDs. »
DONOR-ADVISED FUNDS FOR THE SEASON OF GIVING
As the holiday season approaches, many families assess their finances in anticipation of year-end charitable giving. I have a good idea for those fortunate enough to make charitable donations. »
SMART SAVINGS: 529 PLANS
With Knox County’s Fall Break upon us, Knoxville parents with school-age children are wondering where the time has gone. Before you know it, your 1st grader will be applying for college. »
LET'S GIVE HSAS SOME TLC
Many of us have heard the term “HSA,” but in my experience, few people fully comprehend what’s behind the initialism. »
TOP 3 RETIREMENT RISKS
I see the same risks over and over when people are close to or in retirement. »
My finance professors taught me something that I have found to be questionable if not inaccurate: volatility is a proxy for risk. »
For more detailed information about Meridian Trust, contact Ashley Thomas at 865.342.4447 or email@example.com.
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