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Main Office: 716.633.1373 | Lockport: 716.438.2190

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Category: Money Management

December 11, 2024

Qualified Charitable Distributions from an IRA Account

A qualified charitable distribution (QCD) is a nontaxable distribution made from a taxpayer’s individual…

Charitable Contributions, General Business, IRAs, Money Management, Required Minimum Distribution (RMD), Retirement, Small Business

September 3, 2024

NYS Secure Choice Savings Plan

Several years ago, New York State enacted a law to make the Secure Choice…

General Business, Human Resources, Money Management, New York State, Savings Plans, Small Business

September 3, 2024

Smart Money Management Tips

Small steps can lead to big improvements in monetary habits. In this article we…

Accounting, Budgeting, General Business, Money Management, Small Business