Maximizing Charitable Impact and Tax Benefits through IRA Distributions
Explore how retirees can donate IRA distributions to charity tax-free, satisfy RMDs, and still claim the standard deduction. ...more
Taxes
March 15, 2024•4 min read
Cashing In or Cautious Planning? Navigating the IRA Inheritance Maze
Discover the ins and outs of inheriting an IRA, including essential steps to take, potential tax implications, and smart strategies to maximize your inheritance. Get expert advice on managing your new... ...more
Taxes ,retirement &Estate Planning
January 27, 2024•3 min read
Estate Planning for the Average Joe
Discover the essentials of estate planning for the average Joe. Our guide simplifies the process, offering practical advice to secure your legacy without the headache. Ideal for those new to estate pl... ...more
Taxes ,Estate Planning
January 18, 2024•2 min read
The Tail of 2 Estates
Discover why estate planning is crucial for everyone, not just the wealthy. Learn through a compelling story the difference between having a plan and leaving it to chance. ...more
Taxes ,Estate Planning
January 09, 2024•2 min read
Direct Index Investing-Is it worth the trouble?
Explore the world of Direct Index Investing: Uncover its tax benefits, customization potential, and the challenges it poses. Perfect for savvy investors! ...more
Taxes ,retirement &Investing
January 06, 2024•2 min read
How is Social Security Taxed?
Uncover how Social Security benefits are taxed in retirement. Learn key strategies to minimize taxes and optimize your retirement income. A must-read for retirees and pre-retirees. ...more
Taxes ,retirement
January 05, 2024•2 min read
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Lewis Wealth Management Group
217-337-5584
2506 Galen Drive Ste 104
Champaign IL 61821
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