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Qualified Charitable Distribution: good for your taxes and charities

Qualified Charitable Distribution: good for your taxes and charities

by Paula Harris | Mar 26, 2023 | Financial Planning, Estate Planning, IRAs, Retirement, Taxes

Americans have several ways they can give to charities, but one, in particular, is growing in popularity among those with income they may not need from their qualified retirement income accounts. It’s called the Qualified Charitable Distribution (QCD), a way to give...
Finding the upside of a down market

Finding the upside of a down market

by Bill Harris, CFP, RMA | Dec 8, 2022 | Financial Planning, Investing, IRAs

The year 2022 stands apart from others as the culmination of so many disruptive changes and trends. From the pandemic’s seesaw effect on our personal lives to the market’s volatile reactions. From unfamiliar inflation to supply chain failures. From two opposing...
IRA and 401(k) beneficiaries: Life under the new RMD regulations

IRA and 401(k) beneficiaries: Life under the new RMD regulations

by Bill Harris, CFP, RMA | Aug 16, 2022 | Financial Planning, IRAs, Retirement

IRAs and 401(k)s, as well as 403(b)s and 457s, are among the preferred ways to save for retirement. In the past, if you inherited part of a family fortune (regardless of size) through tax-advantaged accounts, you could stretch your spending over your expected...
Ten financial moves to prepare you for year end

Ten financial moves to prepare you for year end

by Bill Harris, CFP, RMA | Dec 28, 2021 | Financial Planning, IRAs, Taxes

The Biden Administration tax package did not pass before Congress went on the holiday break so it’s unlikely to affect your 2021 tax return. However, December 31 is the deadline for most of the steps you can take to lower your tax liabilities. So let’s...
1099s in the age of coronavirus

1099s in the age of coronavirus

by Bill Harris, CFP, RMA | Feb 23, 2021 | Financial Planning, IRAs, Money Mindset, Retirement, Taxes

If it’s the end of January, there must be 1099s in your mailbox. And while they come every year, this year has one more complexity because of Coronavirus-Related Distributions (CRDs). So maybe this is the time to do a deeper dive into 1099s. Form 1099 is nothing other...
Unexpected widows and inheriting IRAs the right way

Unexpected widows and inheriting IRAs the right way

by Bill Harris, CFP, RMA | Jan 14, 2021 | IRAs, Curve Ball Planning, Financial Planning, Money Mindset, Retirement, Taxes

Life is precarious. And life is precious. For years we’ve heard people say, “Here today, gone tomorrow.” No matter what our age, it’s one of those flip phrases that are bandied about without thinking of the implications. But recently, it has taken on new relevance....

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W.H. Cornerstone Investments Inc. (“WH Cornerstone”) is registered as an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WH Cornerstone in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WH Cornerstone, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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