October 1, 2026
Qualified Charitable Distributions: 2026 QCD Rules
A QCD can support an eligible charity and satisfy part of an IRA withdrawal requirement. The tax treatment depends on age, payment method, limits, and records.
Read MoreOctober 1, 2026
A QCD can support an eligible charity and satisfy part of an IRA withdrawal requirement. The tax treatment depends on age, payment method, limits, and records.
Read MoreSeptember 29, 2026
A Roth conversion changes when retirement money is taxed. Learn how to calculate the taxable portion, separate the two five-year clocks, and weigh the trade-offs.
Read MoreSeptember 24, 2026
The Fed raised its target range to 3.75%–4.00%. Learn what changed, what the projections actually mean, and why the effects differ across household accounts.
Read MoreFill out the form below to reach out to our team and learn more about what Secure Financial Planning can do for you.
"*" indicates required fields